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
Q2 		– Sell
-17,377
Closed -$422K – 329
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 $2.38B 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

Evoke Wealth's IVZ Position: Q2 2026 in Review

Evoke Wealth sold out of Invesco (IVZ) in Q2 2026, closing a stake of 17,377 shares — an estimated $422K sold.

Evoke Wealth first reported a position in IVZ in Q3 2019 and held it in 17 quarters. The position peaked at $464K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Evoke Wealth reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 17,377 Invesco shares in Q2 2026, an estimated $422K.
  • Evoke Wealth first reported a position in Invesco in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Invesco position peaked at $464K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.