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Transamerica Financial Advisors’s Invesco IVZ Stock Holding History

Transamerica Financial Advisors’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 		$3.83K Buy
157
+28
+22% +$732 ﹤0.01% 1091
2025
Q4 		$3.39K Buy
129
+60
+87% +$1.47K ﹤0.01% 1025
2025
Q3 		$1.58K Buy
+69
New +$1.43K ﹤0.01% 1086
2016
Q2 		– Sell
-193
Closed -$6K – 549
2016
Q1 		$6K Hold
193
– – ﹤0.01% 599
2015
Q4 		$7K Hold
193
– – ﹤0.01% 641
2015
Q3 		$7K Hold
193
– – ﹤0.01% 621
2015
Q2 		$8K Sell
193
-227
-54% -$9.09K ﹤0.01% 654
2015
Q1 		$17K Sell
420
-4,326
-91% -$169K ﹤0.01% 560
2014
Q4 		$188K Sell
4,746
-384
-7% -$15.1K 0.01% 275
2014
Q3 		$203K Sell
5,130
-811
-14% -$31.9K 0.02% 252
2014
Q2 		$225K Buy
5,941
+5,521
+1,315% +$200K 0.02% 266
2014
Q1 		$16K Hold
420
– – ﹤0.01% 426
2013
Q4 		$16K Hold
420
– – ﹤0.01% 427
2013
Q3 		$14K Hold
420
– – ﹤0.01% 410
2013
Q2 		$14K Buy
+420
New +$13.4K ﹤0.01% 390

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Dimensional Fund Advisors
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VPM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return