Whipplewood Advisors’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.01K	Sell	381 -59,138	-99%	-$933K	﹤0.01%	659
2025 Q1	$3.87K	Buy	59,519 +59,280	+24,803%	+$3.85K	﹤0.01%	752
2024 Q4	$4.18K	Buy	+239	New	+$4.18K	﹤0.01%	731