HI
IVZ icon

Harbour Investments’s Invesco IVZ Stock Holding History

Harbour Investments’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 		$179K Buy
7,365
+124
+2% +$3.24K ﹤0.01% 1595
2025
Q4 		$190K Sell
7,241
-260
-3% -$6.35K ﹤0.01% 1308
2025
Q3 		$172K Buy
7,501
+7,438
+11,806% +$154K ﹤0.01% 1298
2025
Q2 		$994 Sell
63
-11,499
-99% -$165K ﹤0.01% 3286
2025
Q1 		$175K Hold
11,562
– – 0.01% 1155
2024
Q4 		$202K Sell
11,562
-83
-0.7% -$1.48K 0.01% 1043
2024
Q3 		$204K Sell
11,645
-78
-0.7% -$1.28K 0.01% 1009
2024
Q2 		$175K Sell
11,723
-12
-0.1% -$185 0.01% 998
2024
Q1 		$195K Sell
11,735
-107
-0.9% -$1.73K 0.01% 935
2023
Q4 		$211K Buy
11,842
+160
+1% +$2.31K 0.01% 837
2023
Q3 		$170K Sell
11,682
-2,218
-16% -$35.7K 0.01% 846
2023
Q2 		$234K Sell
13,900
-1,491
-10% -$24K 0.01% 739
2023
Q1 		$252K Sell
15,391
-130
-0.8% -$2.32K 0.01% 686
2022
Q4 		$279K Sell
15,521
-4,443
-22% -$76K 0.02% 623
2022
Q3 		$322K Hold
19,964
– – 0.02% 526
2022
Q2 		$322K Buy
+19,964
New +$378K 0.02% 526
2021
Q4 		$514K Sell
22,343
-4,229
-16% -$103K 0.03% 425
2021
Q3 		$641K Buy
26,572
+300
+1% +$7.5K 0.02% 561
2021
Q2 		$702K Buy
26,272
+30
+0.1% +$818 0.02% 544
2021
Q1 		$662K Buy
+26,242
New +$588K 0.02% 507

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

Harbour Investments's IVZ Position: Q1 2026 in Review

Harbour Investments increased its Invesco (IVZ) stake by 1.7% in Q1 2026, buying an estimated $3.24K and bringing the position to 7,365 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Harbour Investments first reported a position in IVZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $702K in Q2 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Harbour Investments held 7,365 shares of Invesco worth $179K as of Q1 2026.
  • Harbour Investments bought 124 Invesco shares in Q1 2026, an estimated $3.24K.
  • Invesco made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1595 holding.
  • Harbour Investments first reported a position in Invesco in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Invesco position peaked at $702K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.