Smartleaf Asset Management’s Invesco IVZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17K Sell
329
-617
-65% -$9.69K ﹤0.01% 2038
2025
Q1
$14.4K Sell
946
-144
-13% -$2.19K ﹤0.01% 1770
2024
Q4
$19.1K Buy
1,090
+232
+27% +$4.06K ﹤0.01% 1668
2024
Q3
$15.1K Buy
858
+120
+16% +$2.12K ﹤0.01% 1514
2024
Q2
$11K Buy
738
+128
+21% +$1.9K ﹤0.01% 1362
2024
Q1
$10K Buy
610
+296
+94% +$4.87K ﹤0.01% 1014
2023
Q4
$5.67K Buy
+314
New +$5.67K ﹤0.01% 844