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Brooklyn Investment Group’s Invesco IVZ Stock Holding History

Brooklyn Investment Group’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 		$443K Buy
18,234
+8,869
+95% +$232K 0.01% 1123
2025
Q4 		$251K Buy
+9,365
New +$229K 0.01% 1197
2025
Q3 		– Sell
-6,364
Closed -$100K – 1678
2025
Q2 		$100K Buy
6,364
+899
+16% +$12.9K 0.01% 938
2025
Q1 		$82.9K Buy
5,465
+800
+17% +$13.7K 0.02% 577
2024
Q4 		$81.5K Sell
4,665
-790
-14% -$14.1K 0.02% 406
2024
Q3 		$95.8K Buy
+5,455
New +$89.6K 0.03% 352

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brooklyn Investment Group's IVZ Position: Q1 2026 in Review

Brooklyn Investment Group increased its Invesco (IVZ) stake by 95% in Q1 2026, buying an estimated $232K and bringing the position to 18,234 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1123.

Brooklyn Investment Group first reported a position in IVZ in Q3 2024 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Brooklyn Investment Group held 18,234 shares of Invesco worth $443K as of Q1 2026.
  • Brooklyn Investment Group bought 8,869 Invesco shares in Q1 2026, an estimated $232K.
  • Invesco made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1123 holding.
  • Brooklyn Investment Group first reported a position in Invesco in Q3 2024 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.