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Foundations Investment Advisors’s Invesco IVZ Stock Holding History

Foundations Investment 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 		$1.45M Sell
55,044
-546
-1% -$14.5K 0.02% 482
2026
Q1 		$1.35M Buy
55,590
+5,785
+12% +$151K 0.02% 447
2025
Q4 		$1.31M Buy
49,805
+27,900
+127% +$681K 0.02% 438
2025
Q3 		$502K Buy
+21,905
New +$455K 0.01% 650

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's IVZ Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco (IVZ) stake by 0.98% in Q2 2026, selling an estimated $14.5K and leaving 55,044 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #482.

Foundations Investment Advisors first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Foundations Investment Advisors held 55,044 shares of Invesco worth $1.45M as of Q2 2026.
  • Foundations Investment Advisors sold 546 Invesco shares in Q2 2026, an estimated $14.5K.
  • Invesco made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #482 holding.
  • Foundations Investment Advisors first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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