DIP
IVZ icon

DT Investment Partners’s Invesco IVZ Stock Holding History

DT Investment Partners’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
Q2 		– Sell
-266
Closed -$4.04K – 540
2025
Q1 		$4.04K Hold
266
– – ﹤0.01% 495
2024
Q4 		$4.65K Hold
266
– – ﹤0.01% 494
2024
Q3 		$4.67K Buy
+266
New +$4.37K ﹤0.01% 528

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DT Investment Partners's IVZ Position: Q2 2025 in Review

DT Investment Partners sold out of Invesco (IVZ) in Q2 2025, closing a stake of 266 shares — an estimated $4.04K sold.

DT Investment Partners first reported a position in IVZ in Q3 2024 and held it in 3 quarters. The position peaked at $4.67K in Q3 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • DT Investment Partners reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • DT Investment Partners sold 266 Invesco shares in Q2 2025, an estimated $4.04K.
  • DT Investment Partners first reported a position in Invesco in Q3 2024 and held it in 3 quarters.
  • DT Investment Partners's Invesco position peaked at $4.67K in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on DT Investment Partners's 13F filing for Q2 2025, filed 22 Jul 2025.