Wealthfront Advisers’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
85,249
-1,754
| -2% | -$27.7K | ﹤0.01% | 632 |
|
|
2025
Q1 | $1.32M | Sell |
87,003
-615
| -0.7% | -$9.33K | ﹤0.01% | 611 |
|
|
2024
Q4 | $1.53M | Buy |
87,618
+1,424
| +2% | +$24.9K | ﹤0.01% | 583 |
|
|
2024
Q3 | $1.51M | Sell |
86,194
-1,900
| -2% | -$33.4K | ﹤0.01% | 560 |
|
|
2024
Q2 | $1.32M | Sell |
88,094
-3,850
| -4% | -$57.6K | ﹤0.01% | 569 |
|
|
2024
Q1 | $1.53M | Sell |
91,944
-2,065
| -2% | -$34.3K | 0.01% | 535 |
|
|
2023
Q4 | $1.68M | Sell |
94,009
-3,941
| -4% | -$70.3K | 0.01% | 499 |
|
|
2023
Q3 | $1.42M | Sell |
97,950
-2,324
| -2% | -$33.7K | 0.01% | 492 |
|
|
2023
Q2 | $1.69M | Sell |
100,274
-1,677
| -2% | -$28.2K | 0.01% | 453 |
|
|
2023
Q1 | $1.67M | Sell |
101,951
-2,577
| -2% | -$42.3K | 0.01% | 444 |
|
|
2022
Q4 | $1.88M | Sell |
104,528
-4,832
| -4% | -$86.9K | 0.01% | 415 |
|
|
2022
Q3 | $1.5M | Sell |
109,360
-14,649
| -12% | -$201K | 0.01% | 420 |
|
|
2022
Q2 | $2M | Sell |
124,009
-10,830
| -8% | -$175K | 0.01% | 384 |
|
|
2022
Q1 | $3.11M | Sell |
134,839
-7,945
| -6% | -$183K | 0.01% | 297 |
|
|
2021
Q4 | $3.29M | Sell |
142,784
-6,453
| -4% | -$149K | 0.01% | 285 |
|
|
2021
Q3 | $3.6M | Sell |
149,237
-16,188
| -10% | -$390K | 0.02% | 212 |
|
|
2021
Q2 | $4.42M | Buy |
165,425
+5,758
| +4% | +$154K | 0.02% | 150 |
|
|
2021
Q1 | $4.03M | Buy |
159,667
+2,737
| +2% | +$69K | 0.02% | 140 |
|
|
2020
Q4 | $2.74M | Buy |
156,930
+19,195
| +14% | +$335K | 0.02% | 167 |
|
|
2020
Q3 | $1.57M | Buy |
137,735
+41,782
| +44% | +$477K | 0.01% | 229 |
|
|
2020
Q2 | $1.03M | Sell |
95,953
-151,934
| -61% | -$1.63M | 0.01% | 307 |
|
|
2020
Q1 | $2.25M | Buy |
247,887
+147,730
| +147% | +$1.34M | 0.02% | 127 |
|
|
2019
Q4 | $1.8M | Sell |
100,157
-13,190
| -12% | -$237K | 0.01% | 204 |
|
|
2019
Q3 | $1.92M | Sell |
113,347
-14,957
| -12% | -$253K | 0.02% | 175 |
|
|
2019
Q2 | $2.63M | Buy |
128,304
+28,804
| +29% | +$589K | 0.02% | 125 |
|
|
2019
Q1 | $1.92M | Sell |
99,500
-10,122
| -9% | -$195K | 0.02% | 151 |
|
|
2018
Q4 | $1.84M | Buy |
+109,622
| New | +$1.84M | 0.02% | 135 |
|