SW
IVZ icon

SVB Wealth’s Invesco IVZ Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-2,131
Closed -$32.3K – 1057
2025
Q1 		$32.3K Buy
+2,131
New +$36.4K ﹤0.01% 646
2018
Q4 		– Sell
-16,061
Closed -$367K – 419
2018
Q3 		$367K Sell
16,061
-4,510
-22% -$113K 0.01% 360
2018
Q2 		$546K Sell
20,571
-111,170
-84% -$3.2M 0.02% 320
2018
Q1 		$4.22M Sell
131,741
-8,170
-6% -$282K 0.16% 109
2017
Q4 		$5.11M Buy
139,911
+3,508
+3% +$127K 0.19% 101
2017
Q3 		$4.78M Buy
136,403
+7,140
+6% +$244K 0.18% 107
2017
Q2 		$4.55M Buy
129,263
+7,931
+7% +$259K 0.18% 113
2017
Q1 		$3.72M Buy
121,332
+33,602
+38% +$1.05M 0.15% 124
2016
Q4 		$2.66M Sell
87,730
-4,284
-5% -$132K 0.11% 153
2016
Q3 		$2.88M Buy
92,014
+11,424
+14% +$336K 0.12% 155
2016
Q2 		$2.06M Buy
80,590
+5,940
+8% +$176K 0.08% 188
2016
Q1 		$2.3M Sell
74,650
-5,508
-7% -$159K 0.09% 177
2015
Q4 		$2.68M Sell
80,158
-124
-0.2% -$4.06K 0.11% 168
2015
Q3 		$2.51M Sell
80,282
-11,294
-12% -$402K 0.1% 188
2015
Q2 		$3.43M Sell
91,576
-6,800
-7% -$272K 0.11% 171
2015
Q1 		$3.9M Buy
98,376
+19,350
+24% +$756K 0.13% 165
2014
Q4 		$3.12M Buy
+79,026
New +$3.11M 0.1% 183

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return