CJ
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Caitlin John’s Invesco IVZ Stock Holding History

Caitlin John’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 		$1.4K Hold
53
– – ﹤0.01% 826
2026
Q1 		$1.29K Sell
53
-500
-90% -$13.1K ﹤0.01% 769
2025
Q4 		$14.5K Buy
553
+500
+943% +$12.2K 0.01% 482
2025
Q3 		$1.22K Buy
+53
New +$1.1K ﹤0.01% 749
2025
Q1 		– Sell
-53
Closed -$926 – 459
2024
Q4 		$926 Hold
53
– – ﹤0.01% 742
2024
Q3 		$935 Hold
53
– – ﹤0.01% 738
2024
Q2 		$793 Hold
53
– – ﹤0.01% 744
2024
Q1 		$879 Sell
53
-139
-72% -$2.24K ﹤0.01% 761
2023
Q4 		$3.43K Buy
+192
New +$2.77K ﹤0.01% 620

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caitlin John's IVZ Position: Q2 2026 in Review

Caitlin John held its Invesco (IVZ) position steady in Q2 2026 at 53 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Caitlin John first reported a position in IVZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.5K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Caitlin John held 53 shares of Invesco worth $1.4K as of Q2 2026.
  • Caitlin John left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #826 holding.
  • Caitlin John first reported a position in Invesco in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Invesco position peaked at $14.5K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.