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Evelyn Partners’s Invesco IVZ Stock Holding History

Evelyn 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
2026
Q2 		$91.6K Buy
+3,470
New +$92K ﹤0.01% 323

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evelyn Partners's IVZ Position: Q2 2026 in Review

Evelyn Partners opened a new position in Invesco (IVZ) in Q2 2026: 3,470 shares worth $91.6K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings.

627 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Evelyn Partners held 3,470 shares of Invesco worth $91.6K as of Q2 2026.
  • Invesco was a new Evelyn Partners position in Q2 2026.
  • Invesco made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #323 holding.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.