UB
IVZ icon

UMB Bank’s Invesco IVZ Stock Holding History

UMB Bank’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 		$77.7K Buy
3,197
+460
+17% +$12K ﹤0.01% 1084
2025
Q4 		$71.9K Buy
2,737
+114
+4% +$2.78K ﹤0.01% 1098
2025
Q3 		$60.2K Hold
2,623
– – ﹤0.01% 1080
2025
Q2 		$41.4K Buy
2,623
+824
+46% +$11.8K ﹤0.01% 1180
2025
Q1 		$27.3K Buy
1,799
+29
+2% +$495 ﹤0.01% 1252
2024
Q4 		$30.9K Buy
1,770
+280
+19% +$4.99K ﹤0.01% 1102
2024
Q3 		$26.2K Hold
1,490
– – ﹤0.01% 1109
2024
Q2 		$22.3K Buy
1,490
+897
+151% +$13.8K ﹤0.01% 1032
2024
Q1 		$9.84K Buy
593
+18
+3% +$291 ﹤0.01% 1279
2023
Q4 		$10.3K Hold
575
– – ﹤0.01% 1282
2023
Q3 		$8.35K Hold
575
– – ﹤0.01% 1322
2023
Q2 		$9.67K Hold
575
– – ﹤0.01% 1306
2023
Q1 		$9.43K Hold
575
– – ﹤0.01% 1307
2022
Q4 		$10K Hold
575
– – ﹤0.01% 1306
2022
Q3 		$8K Buy
575
+95
+20% +$1.6K ﹤0.01% 1370
2022
Q2 		$8K Hold
480
– – ﹤0.01% 1454
2022
Q1 		$11K Hold
480
– – ﹤0.01% 1459
2021
Q4 		$11K Buy
+480
New +$11.7K ﹤0.01% 1426

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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