Ensign Peak Advisors
IVZ icon

Ensign Peak Advisors’s Invesco IVZ Stock Holding History

Ensign Peak Advisors’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 		$1.38M Buy
52,382
+21,707
+71% +$575K ﹤0.01% 801
2026
Q1 		$745K Sell
30,675
-14,680
-32% -$384K ﹤0.01% 882
2025
Q4 		$1.19M Sell
45,355
-16,370
-27% -$400K ﹤0.01% 784
2025
Q3 		$1.42M Sell
61,725
-29,695
-32% -$616K ﹤0.01% 904
2025
Q2 		$1.44M Sell
91,420
-6,605
-7% -$94.9K ﹤0.01% 1044
2025
Q1 		$1.49M Hold
98,025
– – ﹤0.01% 1050
2024
Q4 		$1.71M Hold
98,025
– – ﹤0.01% 1018
2024
Q3 		$1.72M Hold
98,025
– – ﹤0.01% 1017
2024
Q2 		$1.47M Hold
98,025
– – ﹤0.01% 1048
2024
Q1 		$1.63M Sell
98,025
-4,945
-5% -$79.8K ﹤0.01% 1013
2023
Q4 		$1.84M Sell
102,970
-9,010
-8% -$130K ﹤0.01% 952
2023
Q3 		$1.63M Sell
111,980
-84,330
-43% -$1.36M ﹤0.01% 906
2023
Q2 		$3.3M Buy
196,310
+84,330
+75% +$1.36M 0.01% 709
2023
Q1 		$1.84M Buy
111,980
+16,600
+17% +$296K ﹤0.01% 882
2022
Q4 		$1.72M Buy
95,380
+11,300
+13% +$193K ﹤0.01% 868
2022
Q3 		$1.15M Hold
84,080
– – ﹤0.01% 994
2022
Q2 		$1.36M Sell
84,080
-3,440
-4% -$65.1K ﹤0.01% 968
2022
Q1 		$2.02M Sell
87,520
-86,615
-50% -$1.92M ﹤0.01% 886
2021
Q4 		$4.01M Sell
174,135
-258,241
-60% -$6.28M 0.01% 732
2021
Q3 		$10.4M Sell
432,376
-31,117
-7% -$778K 0.02% 418
2021
Q2 		$12.4M Sell
463,493
-25,220
-5% -$687K 0.03% 385
2021
Q1 		$12.3M Buy
488,713
+85,299
+21% +$1.91M 0.03% 386
2020
Q4 		$7.03M Buy
403,414
+252,266
+167% +$3.88M 0.02% 509
2020
Q3 		$1.72M Sell
151,148
-52,650
-26% -$558K ﹤0.01% 1051
2020
Q2 		$2.19M Buy
203,798
+61,540
+43% +$552K 0.01% 920
2020
Q1 		$1.29M Sell
142,258
-129,150
-48% -$1.96M ﹤0.01% 1056
2019
Q4 		$4.88M Buy
+271,408
New +$4.63M 0.01% 655

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

Ensign Peak Advisors's IVZ Position: Q2 2026 in Review

Ensign Peak Advisors increased its Invesco (IVZ) stake by 71% in Q2 2026, buying an estimated $575K and bringing the position to 52,382 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Ensign Peak Advisors first reported a position in IVZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q2 2021. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Ensign Peak Advisors held 52,382 shares of Invesco worth $1.38M as of Q2 2026.
  • Ensign Peak Advisors bought 21,707 Invesco shares in Q2 2026, an estimated $575K.
  • Invesco made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #801 holding.
  • Ensign Peak Advisors first reported a position in Invesco in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Invesco position peaked at $12.4M in Q2 2021.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.