Bare Financial Services’s Invesco IVZ Stock Holding History

Bare Financial Services’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	$2.85K	Hold	108	–	–	﹤0.01%	1050
2026 Q1	$2.62K	Buy	+108	New	+$2.83K	﹤0.01%	893

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

Bare Financial Services's IVZ Position: Q2 2026 in Review

Bare Financial Services held its Invesco (IVZ) position steady in Q2 2026 at 108 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Bare Financial Services first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Bare Financial Services held 108 shares of Invesco worth $2.85K as of Q2 2026.
Bare Financial Services left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1050 holding.
Bare Financial Services first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.