SSC
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Syverson Strege & Co’s Invesco IVZ Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-171
Closed -$2.8K – 338
2023
Q1 		$2.8K Hold
171
– – ﹤0.01% 427
2022
Q4 		$3.08K Hold
171
– – ﹤0.01% 248
2022
Q3 		$2K Hold
171
– – ﹤0.01% 249
2022
Q2 		$3K Hold
171
– – ﹤0.01% 279
2022
Q1 		$4K Hold
171
– – ﹤0.01% 251
2021
Q4 		$4K Buy
+171
New +$4.16K ﹤0.01% 245

Other funds holding IVZ

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return