Sumitomo Mitsui Trust Group
IVZ icon

Sumitomo Mitsui Trust Group’s Invesco IVZ Stock Holding History

Sumitomo Mitsui Trust Group’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
2026
Q1 		$627K Sell
25,826
-251
-1% -$6.57K ﹤0.01% 901
2025
Q4 		$685K Buy
26,077
+5,448
+26% +$133K ﹤0.01% 901
2025
Q3 		$473K Sell
20,629
-595
-3% -$12.4K ﹤0.01% 951
2025
Q2 		$335K Buy
21,224
+1,736
+9% +$24.9K ﹤0.01% 979
2025
Q1 		$296K Buy
19,488
+3,778
+24% +$64.5K ﹤0.01% 986
2024
Q4 		$275K Buy
15,710
+1,561
+11% +$27.8K ﹤0.01% 1002
2024
Q3 		$248K Buy
14,149
+1,167
+9% +$19.2K ﹤0.01% 1027
2024
Q2 		$194K Buy
12,982
+2,815
+28% +$43.3K ﹤0.01% 1050
2024
Q1 		$169K Buy
+10,167
New +$164K ﹤0.01% 1106
2023
Q4 		– Sell
-731,275
Closed -$10.6M – 1130
2023
Q3 		$10.6M Sell
731,275
-8,349
-1% -$134K 0.01% 774
2023
Q2 		$12.4M Sell
739,624
-137,868
-16% -$2.22M 0.01% 768
2023
Q1 		$14.4M Sell
877,492
-480,906
-35% -$8.58M 0.01% 760
2022
Q4 		$24.4M Sell
1,358,398
-328,630
-19% -$5.62M 0.02% 673
2022
Q3 		$23.1M Sell
1,687,028
-237,150
-12% -$4M 0.02% 680
2022
Q2 		$31M Buy
1,924,178
+1,005,432
+109% +$19M 0.02% 640
2022
Q1 		$21.2M Buy
+918,746
New +$20.4M 0.01% 721

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AQR Capital Management
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