SN
IVZ icon

Sittner & Nelson’s Invesco IVZ Stock Holding History

Sittner & Nelson’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-811
Closed -$11.8K – 476
2023
Q3 		$11.8K Hold
811
– – 0.01% 330
2023
Q2 		$13.6K Hold
811
– – 0.01% 324
2023
Q1 		$13.3K Buy
+811
New +$14.5K 0.01% 337
2022
Q3 		– Sell
-470
Closed -$8K – 469
2022
Q2 		$8K Buy
470
+371
+375% +$7.02K 0.01% 382
2022
Q1 		$2K Hold
99
– – ﹤0.01% 418
2021
Q4 		$2K Hold
99
– – ﹤0.01% 412
2021
Q3 		$2K Hold
99
– – ﹤0.01% 382
2021
Q2 		$3K Hold
99
– – ﹤0.01% 353
2021
Q1 		$2K Sell
99
-248
-71% -$5.56K ﹤0.01% 369
2020
Q4 		$6K Buy
+347
New +$5.34K 0.01% 308

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return