EW
IVZ icon

Evoke Wealth’s Invesco IVZ Stock Holding History

Evoke Wealth’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 		$422K Sell
17,377
-283
-2% -$7.4K 0.01% 447
2025
Q4 		$464K Buy
17,660
+651
+4% +$15.9K 0.01% 413
2025
Q3 		$390K Buy
17,009
+2,201
+15% +$45.7K 0.01% 431
2025
Q2 		$234K Buy
+14,808
New +$213K 0.01% 522
2022
Q4 		– Sell
-807
Closed -$11K – 754
2022
Q3 		$11K Hold
807
– – ﹤0.01% 740
2022
Q2 		$13K Buy
807
+143
+22% +$2.71K ﹤0.01% 730
2022
Q1 		$15K Sell
664
-4
-0.6% -$89 ﹤0.01% 706
2021
Q4 		$15K Buy
668
+1
+0.1% +$24 ﹤0.01% 725
2021
Q3 		$16K Sell
667
-1
-0.1% -$25 ﹤0.01% 669
2021
Q2 		$18K Sell
668
-144
-18% -$3.92K ﹤0.01% 670
2021
Q1 		$20K Buy
812
+148
+22% +$3.32K ﹤0.01% 589
2020
Q4 		$12K Buy
664
+622
+1,481% +$9.57K ﹤0.01% 560
2020
Q3 		$0 Hold
42
– – ﹤0.01% 1072
2020
Q2 		$0 Sell
42
-420
-91% -$3.77K ﹤0.01% 1127
2020
Q1 		$4.2K Sell
462
-991
-68% -$15.1K ﹤0.01% 650
2019
Q4 		$26.1K Sell
1,453
-418
-22% -$7.13K ﹤0.01% 532
2019
Q3 		$31.7K Buy
+1,871
New +$33K ﹤0.01% 552

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evoke Wealth's IVZ Position: Q1 2026 in Review

Evoke Wealth reduced its Invesco (IVZ) stake by 1.6% in Q1 2026, selling an estimated $7.4K and leaving 17,377 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #447.

Evoke Wealth first reported a position in IVZ in Q3 2019 and has held it in 17 quarters since. The position peaked at $464K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Evoke Wealth held 17,377 shares of Invesco worth $422K as of Q1 2026.
  • Evoke Wealth sold 283 Invesco shares in Q1 2026, an estimated $7.4K.
  • Invesco made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #447 holding.
  • Evoke Wealth first reported a position in Invesco in Q3 2019 and has held it in 17 quarters since.
  • Evoke Wealth's Invesco position peaked at $464K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.