HWM
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Hemington Wealth Management’s Invesco IVZ Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$16K Buy
727
+89
+14% +$1.85K ﹤0.01% 720
2025
Q2 		$10K Buy
638
+108
+20% +$1.55K ﹤0.01% 859
2025
Q1 		$8K Buy
530
+171
+48% +$2.92K ﹤0.01% 888
2024
Q4 		$6K Buy
359
+104
+41% +$1.85K ﹤0.01% 952
2024
Q3 		$4K Buy
+255
New +$4.19K ﹤0.01% 1008

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's IVZ Position: Q3 2025 in Review

Hemington Wealth Management increased its Invesco (IVZ) stake by 14% in Q3 2025, buying an estimated $1.85K and bringing the position to 727 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Hemington Wealth Management first reported a position in IVZ in Q3 2024 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Hemington Wealth Management held 727 shares of Invesco worth $16K as of Q3 2025.
  • Hemington Wealth Management bought 89 Invesco shares in Q3 2025, an estimated $1.85K.
  • Invesco made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #720 holding.
  • Hemington Wealth Management first reported a position in Invesco in Q3 2024 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.