Deseret Mutual Benefit Administrators’s Invesco IVZ Stock Holding History

Deseret Mutual Benefit Administrators’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	$60.7K	Buy	2,500 +964	+63%	+$25.2K	0.02%	374
2025 Q4	$40.4K	Hold	1,536	–	–	0.02%	351
2025 Q3	$35.2K	Sell	1,536 -288	-16%	-$5.98K	0.01%	369
2025 Q2	$28.8K	Hold	1,824	–	–	0.01%	387
2025 Q1	$27.7K	Hold	1,824	–	–	0.01%	389
2024 Q4	$31.9K	Hold	1,824	–	–	0.02%	366
2024 Q3	$32K	Buy	1,824 +303	+20%	+$4.97K	0.02%	359
2024 Q2	$22.8K	Hold	1,521	–	–	0.01%	411
2024 Q1	$25.2K	Hold	1,521	–	–	0.01%	403
2023 Q4	$27.1K	Sell	1,521 -434	-22%	-$6.26K	0.02%	371
2023 Q3	$28.4K	Sell	1,955 -89	-4%	-$1.43K	0.01%	394
2023 Q2	$34.4K	Hold	2,044	–	–	0.01%	372
2023 Q1	$33.5K	Hold	2,044	–	–	0.01%	368
2022 Q4	$36.8K	Sell	2,044 -1,989	-49%	-$34K	0.02%	349
2022 Q3	$55K	Hold	4,033	–	–	0.02%	377
2022 Q2	$65K	Hold	4,033	–	–	0.01%	384
2022 Q1	$93K	Sell	4,033 -828	-17%	-$18.4K	0.02%	364
2021 Q4	$112K	Hold	4,861	–	–	0.02%	348
2021 Q3	$117K	Sell	4,861 -2,735	-36%	-$68.4K	0.02%	337
2021 Q2	$203K	Buy	+7,596	New	+$207K	0.05%	198

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deseret Mutual Benefit Administrators's IVZ Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Invesco (IVZ) stake by 63% in Q1 2026, buying an estimated $25.2K and bringing the position to 2,500 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #374.

Deseret Mutual Benefit Administrators first reported a position in IVZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $203K in Q2 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Deseret Mutual Benefit Administrators held 2,500 shares of Invesco worth $60.7K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 964 Invesco shares in Q1 2026, an estimated $25.2K.
Invesco made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #374 holding.
Deseret Mutual Benefit Administrators first reported a position in Invesco in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Invesco position peaked at $203K in Q2 2021.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.