SVB Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,131
| Closed | -$32.3K | – | 1057 |
|
|
2025
Q1 | $32.3K | Buy |
+2,131
| New | +$32.3K | ﹤0.01% | 646 |
|
|
2018
Q4 | – | Sell |
-16,061
| Closed | -$367K | – | 419 |
|
|
2018
Q3 | $367K | Sell |
16,061
-4,510
| -22% | -$103K | 0.01% | 360 |
|
|
2018
Q2 | $546K | Sell |
20,571
-111,170
| -84% | -$2.95M | 0.02% | 320 |
|
|
2018
Q1 | $4.22M | Sell |
131,741
-8,170
| -6% | -$262K | 0.16% | 109 |
|
|
2017
Q4 | $5.11M | Buy |
139,911
+3,508
| +3% | +$128K | 0.19% | 101 |
|
|
2017
Q3 | $4.78M | Buy |
136,403
+7,140
| +6% | +$250K | 0.18% | 107 |
|
|
2017
Q2 | $4.55M | Buy |
129,263
+7,931
| +7% | +$279K | 0.18% | 113 |
|
|
2017
Q1 | $3.72M | Buy |
121,332
+33,602
| +38% | +$1.03M | 0.15% | 124 |
|
|
2016
Q4 | $2.66M | Sell |
87,730
-4,284
| -5% | -$130K | 0.11% | 153 |
|
|
2016
Q3 | $2.88M | Buy |
92,014
+11,424
| +14% | +$357K | 0.12% | 155 |
|
|
2016
Q2 | $2.06M | Buy |
80,590
+5,940
| +8% | +$152K | 0.08% | 188 |
|
|
2016
Q1 | $2.3M | Sell |
74,650
-5,508
| -7% | -$169K | 0.09% | 177 |
|
|
2015
Q4 | $2.68M | Sell |
80,158
-124
| -0.2% | -$4.15K | 0.11% | 168 |
|
|
2015
Q3 | $2.51M | Sell |
80,282
-11,294
| -12% | -$353K | 0.1% | 187 |
|
|
2015
Q2 | $3.43M | Sell |
91,576
-6,800
| -7% | -$255K | 0.11% | 171 |
|
|
2015
Q1 | $3.91M | Buy |
98,376
+19,350
| +24% | +$768K | 0.13% | 165 |
|
|
2014
Q4 | $3.12M | Buy |
+79,026
| New | +$3.12M | 0.1% | 183 |
|