Bartlett & Co Wealth Management’s Invesco IVZ Stock Holding History

Bartlett & Co Wealth 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 Q1	$5.6K	Buy	215 +6	+3%	+$157	﹤0.01%	1004
2025 Q4	$5.49K	Hold	209	–	–	﹤0.01%	1002
2025 Q3	$4.79K	Buy	209 +175	+515%	+$3.63K	﹤0.01%	1011
2025 Q2	$536	Buy	+34	New	+$488	﹤0.01%	1164
2020 Q4	–	Sell	-163	Closed	-$1.86K	–	1214
2020 Q3	$1.86K	Hold	163	–	–	﹤0.01%	792
2020 Q2	$1.75K	Hold	163	–	–	﹤0.01%	794
2020 Q1	$1.48K	Hold	163	–	–	﹤0.01%	790
2019 Q4	$2.93K	Sell	163 -800	-83%	-$13.6K	﹤0.01%	796
2019 Q3	$16.3K	Buy	+963	New	+$17K	﹤0.01%	682
2018 Q4	–	Sell	-24	Closed	-$549	–	712
2018 Q3	$549	Buy	+24	New	+$600	﹤0.01%	682
2018 Q2	–	Sell	-626	Closed	-$20K	–	744
2018 Q1	$20K	Buy	+626	New	+$21.6K	﹤0.01%	539

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bartlett & Co Wealth Management's IVZ Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Invesco (IVZ) stake by 2.9% in Q1 2026, buying an estimated $157 and bringing the position to 215 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Bartlett & Co Wealth Management first reported a position in IVZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $20K in Q1 2018. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Bartlett & Co Wealth Management held 215 shares of Invesco worth $5.6K as of Q1 2026.
Bartlett & Co Wealth Management bought 6 Invesco shares in Q1 2026, an estimated $157.
Invesco made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1004 holding.
Bartlett & Co Wealth Management first reported a position in Invesco in Q1 2018 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's Invesco position peaked at $20K in Q1 2018.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.