CWM
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Cornerstone Wealth Management’s Invesco IVZ Stock Holding History

Cornerstone 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
Q2 		$220K Sell
8,350
-1,250
-13% -$33.1K 0.01% 696
2026
Q1 		$233K Sell
9,600
-1,600
-14% -$41.9K 0.01% 638
2025
Q4 		$294K Buy
11,200
+500
+5% +$12.2K 0.02% 557
2025
Q3 		$245K Sell
10,700
-500
-4% -$10.4K 0.01% 588
2025
Q2 		$177K Buy
+11,200
New +$161K 0.01% 623
2019
Q2 		– Sell
-4,285
Closed -$360K – 434
2019
Q1 		$360K Buy
+4,285
New +$80.1K 0.04% 340
2018
Q1 		$262K Buy
8,476
+1,038
+14% +$35.8K 0.05% 316
2017
Q4 		$272K Sell
7,438
-355
-5% -$12.8K 0.05% 321
2017
Q3 		$278K Buy
7,793
+2,193
+39% +$74.9K 0.06% 297
2017
Q2 		$203K Buy
+5,600
New +$183K 0.05% 354

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

Cornerstone Wealth Management's IVZ Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Invesco (IVZ) stake by 13% in Q2 2026, selling an estimated $33.1K and leaving 8,350 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #696.

Cornerstone Wealth Management first reported a position in IVZ in Q2 2017 and has held it in 10 quarters since. The position peaked at $360K in Q1 2019. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cornerstone Wealth Management held 8,350 shares of Invesco worth $220K as of Q2 2026.
  • Cornerstone Wealth Management sold 1,250 Invesco shares in Q2 2026, an estimated $33.1K.
  • Invesco made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Cornerstone Wealth Management first reported a position in Invesco in Q2 2017 and has held it in 10 quarters since.
  • Cornerstone Wealth Management's Invesco position peaked at $360K in Q1 2019.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.