AlphaGrep UK’s Invesco IVZ Stock Holding History

AlphaGrep UK’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	$892K	Buy	33,812 +16,276	+93%	+$431K	0.27%	60
2026 Q1	$426K	Buy	17,536 +8,302	+90%	+$217K	0.12%	334
2025 Q4	$243K	Buy	+9,234	New	+$226K	0.08%	544

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

AlphaGrep UK's IVZ Position: Q2 2026 in Review

AlphaGrep UK increased its Invesco (IVZ) stake by 93% in Q2 2026, buying an estimated $431K and bringing the position to 33,812 shares worth $892K. The position accounts for 0.27% of the portfolio, ranked #60.

AlphaGrep UK first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

AlphaGrep UK held 33,812 shares of Invesco worth $892K as of Q2 2026.
AlphaGrep UK bought 16,276 Invesco shares in Q2 2026, an estimated $431K.
Invesco made up 0.27% of AlphaGrep UK's portfolio in Q2 2026, its #60 holding.
AlphaGrep UK first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
627 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.