VVP
IVZ icon

Venture Visionary Partners’s Invesco IVZ Stock Holding History

Venture Visionary Partners’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 		$593K Sell
24,412
-1,103
-4% -$28.9K 0.02% 394
2025
Q4 		$670K Sell
25,515
-58
-0.2% -$1.42K 0.02% 380
2025
Q3 		$587K Buy
25,573
+4
+0% +$83 0.02% 384
2025
Q2 		$403K Sell
25,569
-103,530
-80% -$1.49M 0.02% 439
2025
Q1 		$1.96M Buy
129,099
+7,829
+6% +$134K 0.08% 192
2024
Q4 		$2.12M Buy
121,270
+25,847
+27% +$460K 0.09% 180
2024
Q3 		$1.68M Buy
95,423
+3,949
+4% +$64.8K 0.07% 217
2024
Q2 		$1.37M Buy
91,474
+8,365
+10% +$129K 0.06% 238
2024
Q1 		$1.38M Buy
+83,109
New +$1.34M 0.07% 232
2022
Q3 		– Sell
-296
Closed -$4.77K – 1002
2022
Q2 		$4.77K Buy
+296
New +$5.6K ﹤0.01% 1411

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