Harvest Investment Services’s Invesco IVZ Stock Holding History

Harvest Investment Services’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	–	Sell	-41,834	Closed	-$1.1M	–	368
2025 Q4	$1.1M	Buy	+41,834	New	+$1.02M	0.21%	116
2022 Q1	–	Sell	-51,258	Closed	-$1.18M	–	221
2021 Q4	$1.18M	Buy	51,258 +8,305	+19%	+$202K	0.5%	49
2021 Q3	$1.03M	Buy	42,953 +10,090	+31%	+$252K	0.42%	71
2021 Q2	$878K	Sell	32,863 -10	-0%	-$273	0.37%	77
2021 Q1	$829K	Buy	+32,873	New	+$737K	0.37%	80

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Investment Services's IVZ Position: Q1 2026 in Review

Harvest Investment Services sold out of Invesco (IVZ) in Q1 2026, closing a stake of 41,834 shares — an estimated $1.1M sold.

Harvest Investment Services first reported a position in IVZ in Q1 2021 and held it in 5 quarters. The position peaked at $1.18M in Q4 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Harvest Investment Services reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Harvest Investment Services sold 41,834 Invesco shares in Q1 2026, an estimated $1.1M.
Harvest Investment Services first reported a position in Invesco in Q1 2021 and held it in 5 quarters.
Harvest Investment Services's Invesco position peaked at $1.18M in Q4 2021.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.