Xponance’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
35,046
+713
| +2% | +$11.2K | ﹤0.01% | 912 |
|
|
2025
Q1 | $521K | Sell |
34,333
-3,992
| -10% | -$60.6K | 0.01% | 919 |
|
|
2024
Q4 | $670K | Sell |
38,325
-68,399
| -64% | -$1.2M | 0.01% | 858 |
|
|
2024
Q3 | $1.87M | Buy |
106,724
+527
| +0.5% | +$9.25K | 0.02% | 534 |
|
|
2024
Q2 | $1.59M | Buy |
106,197
+61,309
| +137% | +$917K | 0.02% | 548 |
|
|
2024
Q1 | $745K | Sell |
44,888
-13,392
| -23% | -$222K | 0.01% | 815 |
|
|
2023
Q4 | $1.04M | Sell |
58,280
-12,184
| -17% | -$217K | 0.01% | 656 |
|
|
2023
Q3 | $1.02M | Buy |
70,464
+5,696
| +9% | +$82.7K | 0.01% | 634 |
|
|
2023
Q2 | $1.09M | Buy |
64,768
+96
| +0.1% | +$1.61K | 0.01% | 623 |
|
|
2023
Q1 | $1.06M | Buy |
64,672
+3,716
| +6% | +$60.9K | 0.02% | 626 |
|
|
2022
Q4 | $1.1M | Buy |
60,956
+7,108
| +13% | +$128K | 0.02% | 606 |
|
|
2022
Q3 | $738K | Buy |
53,848
+14,635
| +37% | +$201K | 0.01% | 679 |
|
|
2022
Q2 | $633K | Buy |
39,213
+17,275
| +79% | +$279K | 0.01% | 763 |
|
|
2022
Q1 | $506K | Sell |
21,938
-122
| -0.6% | -$2.81K | 0.01% | 891 |
|
|
2021
Q4 | $508K | Buy |
22,060
+4,434
| +25% | +$102K | 0.01% | 893 |
|
|
2021
Q3 | $425K | Sell |
17,626
-2,844
| -14% | -$68.6K | 0.01% | 952 |
|
|
2021
Q2 | $547K | Buy |
20,470
+4,326
| +27% | +$116K | 0.01% | 885 |
|
|
2021
Q1 | $407K | Sell |
16,144
-249
| -2% | -$6.28K | 0.01% | 867 |
|
|
2020
Q4 | $286K | Buy |
16,393
+1,239
| +8% | +$21.6K | 0.01% | 959 |
|
|
2020
Q3 | $173K | Sell |
15,154
-24
| -0.2% | -$274 | ﹤0.01% | 994 |
|
|
2020
Q2 | $163K | Buy |
+15,178
| New | +$163K | ﹤0.01% | 996 |
|