CIBC Private Wealth Group
IVZ icon

CIBC Private Wealth Group’s Invesco IVZ Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$729K Buy
27,768
+336
+1% +$8.21K ﹤0.01% 768
2025
Q3 		$629K Sell
27,432
-167
-0.6% -$3.47K ﹤0.01% 798
2025
Q2 		$435K Sell
27,599
-1,470,843
-98% -$21.1M ﹤0.01% 869
2025
Q1 		$18.2M Sell
1,498,442
-213,077
-12% -$3.64M 0.04% 261
2024
Q4 		$29.3M Buy
1,711,519
+1,642,645
+2,385% +$29.3M 0.05% 233
2024
Q3 		$1.21M Buy
68,874
+25,638
+59% +$421K ﹤0.01% 653
2024
Q2 		$647K Buy
43,236
+372
+0.9% +$5.72K ﹤0.01% 751
2024
Q1 		$707K Buy
42,864
+21,791
+103% +$352K ﹤0.01% 749
2023
Q4 		$376K Buy
21,073
+272
+1% +$3.92K ﹤0.01% 868
2023
Q3 		$302K Hold
20,801
– – ﹤0.01% 890
2023
Q2 		$350K Sell
20,801
-11,747
-36% -$189K ﹤0.01% 751
2023
Q1 		$6.42M Sell
32,548
-38,777
-54% -$692K 0.01% 364
2022
Q4 		$1.28M Sell
71,325
-12,813
-15% -$219K ﹤0.01% 486
2022
Q3 		$1.15M Buy
84,138
+395
+0.5% +$6.66K ﹤0.01% 562
2022
Q2 		$1.35M Buy
83,743
+47,995
+134% +$908K ﹤0.01% 557
2022
Q1 		$824K Buy
35,748
+15,173
+74% +$337K ﹤0.01% 666
2021
Q4 		$473K Sell
20,575
-16,999
-45% -$414K ﹤0.01% 783
2021
Q3 		$906K Sell
37,574
-12,942
-26% -$324K ﹤0.01% 642
2021
Q2 		$1.35M Buy
50,516
+557
+1% +$15.2K ﹤0.01% 601
2021
Q1 		$1.26M Buy
49,959
+11,207
+29% +$251K ﹤0.01% 619
2020
Q4 		$676K Buy
38,752
+10,038
+35% +$154K ﹤0.01% 713
2020
Q3 		$327K Sell
28,714
-200,000
-87% -$2.12M ﹤0.01% 766
2020
Q2 		$2.46M Buy
228,714
+3,352
+1% +$30.1K 0.01% 363
2020
Q1 		$2.05M Buy
225,362
+180,364
+401% +$2.74M 0.01% 406
2019
Q4 		$810K Sell
44,998
-1,828
-4% -$31.2K ﹤0.01% 614
2019
Q3 		$793K Sell
46,826
-30,579
-40% -$540K ﹤0.01% 612
2019
Q2 		$1.58M Buy
77,405
+16,205
+26% +$336K 0.01% 502
2019
Q1 		$1.18M Sell
61,200
-1,164
-2% -$21.8K ﹤0.01% 561
2018
Q4 		$1.04M Buy
62,364
+30,741
+97% +$615K ﹤0.01% 554
2018
Q3 		$724K Sell
31,623
-953
-3% -$23.8K ﹤0.01% 700
2018
Q2 		$866K Sell
32,576
-180
-0.5% -$5.18K ﹤0.01% 675
2018
Q1 		$1.05M Buy
32,756
+3,332
+11% +$115K ﹤0.01% 636
2017
Q4 		$1.07M Sell
29,424
-2,394
-8% -$86.6K ﹤0.01% 638
2017
Q3 		$1.11M Buy
31,818
+5,131
+19% +$175K 0.01% 611
2017
Q2 		$939K Buy
+26,687
New +$870K 0.01% 476
2015
Q1 		– Sell
-20,515
Closed -$811K – 623
2014
Q4 		$811K Sell
20,515
-600
-3% -$23.6K 0.01% 488
2014
Q3 		$833K Buy
+21,115
New +$830K 0.01% 471

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's IVZ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco (IVZ) stake by 1.2% in Q4 2025, buying an estimated $8.21K and bringing the position to 27,768 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

CIBC Private Wealth Group first reported a position in IVZ in Q3 2014 and has held it in 37 quarters since. The position peaked at $29.3M in Q4 2024. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • CIBC Private Wealth Group held 27,768 shares of Invesco worth $729K as of Q4 2025.
  • CIBC Private Wealth Group bought 336 Invesco shares in Q4 2025, an estimated $8.21K.
  • Invesco made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #768 holding.
  • CIBC Private Wealth Group first reported a position in Invesco in Q3 2014 and has held it in 37 quarters since.
  • CIBC Private Wealth Group's Invesco position peaked at $29.3M in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.