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Altshuler Shaham’s Invesco IVZ Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-1,435
Closed -$32.9K – 435
2025
Q3 		$32.9K Buy
1,435
+211
+17% +$4.38K ﹤0.01% 162
2025
Q2 		$19.3K Buy
+1,224
New +$17.6K ﹤0.01% 173
2024
Q2 		– Sell
-1,871
Closed -$31K – 326
2024
Q1 		$31K Sell
1,871
-18,672
-91% -$301K ﹤0.01% 130
2023
Q4 		$366K Sell
20,543
-2,356
-10% -$34K 0.02% 70
2023
Q3 		$332K Buy
22,899
+17,262
+306% +$278K 0.01% 76
2023
Q2 		$94.8K Sell
5,637
-636
-10% -$10.2K ﹤0.01% 134
2023
Q1 		$103K Buy
6,273
+311
+5% +$5.55K ﹤0.01% 144
2022
Q4 		$107K Sell
5,962
-932
-14% -$15.9K ﹤0.01% 135
2022
Q3 		$97K Sell
6,894
-797
-10% -$13.4K ﹤0.01% 171
2022
Q2 		$124K Buy
7,691
+199
+3% +$3.77K ﹤0.01% 166
2022
Q1 		$173K Buy
7,492
+868
+13% +$19.3K ﹤0.01% 230
2021
Q4 		$152K Buy
6,624
+2,159
+48% +$52.5K ﹤0.01% 274
2021
Q3 		$108K Buy
4,465
+2,433
+120% +$60.8K ﹤0.01% 320
2021
Q2 		$54K Buy
+2,032
New +$55.4K ﹤0.01% 432

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altshuler Shaham's IVZ Position: Q4 2025 in Review

Altshuler Shaham sold out of Invesco (IVZ) in Q4 2025, closing a stake of 1,435 shares — an estimated $32.9K sold.

Altshuler Shaham first reported a position in IVZ in Q2 2021 and held it in 14 quarters. The position peaked at $366K in Q4 2023. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Altshuler Shaham reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Altshuler Shaham sold 1,435 Invesco shares in Q4 2025, an estimated $32.9K.
  • Altshuler Shaham first reported a position in Invesco in Q2 2021 and held it in 14 quarters.
  • Altshuler Shaham's Invesco position peaked at $366K in Q4 2023.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.