Aigen Investment Management’s Invesco IVZ Stock Holding History

Aigen Investment Management’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	$581K	Buy	+22,023	New	+$584K	0.16%	174
2025 Q3	–	Sell	-19,936	Closed	-$314K	–	935
2025 Q2	$314K	Buy	+19,936	New	+$286K	0.04%	511
2025 Q1	–	Sell	-37,009	Closed	-$647K	–	886
2024 Q4	$647K	Buy	+37,009	New	+$659K	0.11%	262
2024 Q2	–	Sell	-15,085	Closed	-$250K	–	904
2024 Q1	$250K	Buy	+15,085	New	+$243K	0.05%	487
2023 Q2	–	Sell	-74,172	Closed	-$1.22M	–	868
2023 Q1	$1.22M	Buy	+74,172	New	+$1.32M	0.17%	153
2022 Q3	–	Sell	-54,804	Closed	-$884K	–	666
2022 Q2	$884K	Buy	54,804 +11,535	+27%	+$218K	0.15%	203
2022 Q1	$998K	Sell	43,269 -17,565	-29%	-$390K	0.17%	162
2021 Q4	$1.39M	Buy	+60,834	New	+$1.48M	0.09%	315
2021 Q2	–	Sell	-13,176	Closed	-$332K	–	600
2021 Q1	$332K	Buy	+13,176	New	+$295K	0.04%	386

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Aigen Investment Management's IVZ Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Invesco (IVZ) in Q2 2026: 22,023 shares worth $581K. The stake represents 0.16% of the portfolio and ranks #174 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in IVZ as recently as Q2 2025.

Aigen Investment Management first reported a position in IVZ in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.39M in Q4 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Aigen Investment Management held 22,023 shares of Invesco worth $581K as of Q2 2026.
Invesco was a new Aigen Investment Management position in Q2 2026.
Invesco made up 0.16% of Aigen Investment Management's portfolio in Q2 2026, its #174 holding.
Aigen Investment Management first reported a position in Invesco in Q1 2021 and has held it in 9 quarters since.
Aigen Investment Management's Invesco position peaked at $1.39M in Q4 2021.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.