3 Factor Indexing’s Invesco IVZ Stock Holding History

3 Factor Indexing’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
2026 Q2	$132	Hold	5	–	–	﹤0.01%	362
2026 Q1	$122	Buy	+5	New	+$131	﹤0.01%	367

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

3 Factor Indexing's IVZ Position: Q2 2026 in Review

3 Factor Indexing held its Invesco (IVZ) position steady in Q2 2026 at 5 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #362.

3 Factor Indexing first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

3 Factor Indexing held 5 shares of Invesco worth $132 as of Q2 2026.
3 Factor Indexing left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #362 holding.
3 Factor Indexing first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
627 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.