SVB Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $32.3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $546K | Sell |
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|
2018
Q1 | $4.22M | Sell |
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|
2017
Q4 | $5.11M | Buy |
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|
2017
Q3 | $4.78M | Buy |
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|
2017
Q2 | $4.55M | Buy |
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|
2017
Q1 | $3.72M | Buy |
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|
2016
Q4 | $2.66M | Sell |
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|
2016
Q3 | $2.88M | Buy |
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|
2016
Q2 | $2.06M | Buy |
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|
2016
Q1 | $2.3M | Sell |
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|
2015
Q4 | $2.68M | Sell |
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|
2015
Q3 | $2.51M | Sell |
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|
2015
Q2 | $3.43M | Sell |
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|
2015
Q1 | $3.9M | Buy |
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|
2014
Q4 | $3.12M | Buy |
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