FFO
IVZ icon

Fortitude Family Office’s Invesco IVZ Stock Holding History

Fortitude Family Office’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 		$10.4K Buy
430
+118
+38% +$3.09K ﹤0.01% 641
2025
Q4 		$8.2K Buy
312
+29
+10% +$708 ﹤0.01% 649
2025
Q3 		$6.49K Buy
283
+12
+4% +$249 ﹤0.01% 722
2025
Q2 		$4.27K Sell
271
-136
-33% -$1.95K ﹤0.01% 850
2025
Q1 		$6.17K Hold
407
– – ﹤0.01% 671
2024
Q4 		$7.11K Hold
407
– – ﹤0.01% 728
2024
Q3 		$7.15K Hold
407
– – ﹤0.01% 658
2024
Q2 		$6.09K Hold
407
– – ﹤0.01% 522
2024
Q1 		$6.75K Hold
407
– – ﹤0.01% 492
2023
Q4 		$7.26K Buy
+407
New +$5.87K 0.01% 491

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B 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