WBI Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Sell |
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|
2025
Q2 | $1.72M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $781K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $820K | Sell |
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|
2019
Q4 | $4.75M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.52M | Sell |
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|
2019
Q1 | $2.22M | Buy |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $598K | Sell |
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|
2017
Q4 | $3.21M | Buy |
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|
2017
Q3 | $452K | Sell |
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|
2017
Q2 | $568K | Sell |
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|
2017
Q1 | $514K | Sell |
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|
2016
Q4 | $24.1M | Buy |
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|
2016
Q3 | $15.5M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $10.2M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $8.1M | Buy |
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|
2014
Q1 | $7.44M | Buy |
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|
2013
Q4 | $6.57M | Buy |
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|
2013
Q3 | $4.76M | Buy |
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