VWA
IVZ icon

Visionary Wealth Advisors’s Invesco IVZ Stock Holding History

Visionary Wealth 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
2024
Q1 		– Sell
-11,496
Closed -$205K – 490
2023
Q4 		$205K Sell
11,496
-498
-4% -$7.18K 0.02% 458
2023
Q3 		$174K Sell
11,994
-2,298
-16% -$37K 0.01% 429
2023
Q2 		$240K Sell
14,292
-278
-2% -$4.47K 0.02% 402
2023
Q1 		$239K Hold
14,570
– – 0.02% 390
2022
Q4 		$262K Sell
14,570
-2,200
-13% -$37.6K 0.02% 351
2022
Q3 		$230K Sell
16,770
-98
-0.6% -$1.65K 0.02% 345
2022
Q2 		$272K Sell
16,868
-998
-6% -$18.9K 0.02% 342
2022
Q1 		$412K Buy
17,866
+866
+5% +$19.2K 0.03% 282
2021
Q4 		$391K Buy
17,000
+900
+6% +$21.9K 0.03% 260
2021
Q3 		$388K Buy
+16,100
New +$403K 0.04% 217

Other funds holding IVZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return