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Wood Tarver Financial Group’s Invesco IVZ Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-200
Closed -$3K – 392
2025
Q2 		$3K Hold
200
– – ﹤0.01% 497
2025
Q1 		$3.03K Sell
200
-11
-5% -$188 ﹤0.01% 498
2024
Q4 		$3K Buy
+211
New +$3.76K ﹤0.01% 484

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wood Tarver Financial Group's IVZ Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Invesco (IVZ) in Q3 2025, closing a stake of 200 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in IVZ in Q4 2024 and held it in 3 quarters. The position peaked at $3.03K in Q1 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 200 Invesco shares in Q3 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in Invesco in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Invesco position peaked at $3.03K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.