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
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 $2.17B 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

Caitlin John's IVZ Position: Q1 2026 in Review

Caitlin John reduced its Invesco (IVZ) stake by 90% in Q1 2026, selling an estimated $13.1K and leaving 53 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Caitlin John first reported a position in IVZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.5K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Caitlin John held 53 shares of Invesco worth $1.29K as of Q1 2026.
  • Caitlin John sold 500 Invesco shares in Q1 2026, an estimated $13.1K.
  • Invesco made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #769 holding.
  • Caitlin John first reported a position in Invesco in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Invesco position peaked at $14.5K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.