IWA
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IBEX Wealth Advisors’s Invesco IVZ Stock Holding History

IBEX Wealth 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
Q1 		$6.6M Buy
271,581
+254,943
+1,532% +$6.67M 0.61% 61
2025
Q4 		$437K Buy
+16,638
New +$406K 0.04% 115
2017
Q1 		– Sell
-255
Closed -$8K – 222
2016
Q4 		$8K Sell
255
-90,736
-100% -$2.79M ﹤0.01% 318
2016
Q3 		$1.25M Buy
+90,991
New +$2.67M 0.69% 52

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

IBEX Wealth Advisors's IVZ Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Invesco (IVZ) stake by 1,532% in Q1 2026, buying an estimated $6.67M and bringing the position to 271,581 shares worth $6.6M. The position accounts for 0.61% of the portfolio, ranked #61.

IBEX Wealth Advisors first reported a position in IVZ in Q3 2016 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • IBEX Wealth Advisors held 271,581 shares of Invesco worth $6.6M as of Q1 2026.
  • IBEX Wealth Advisors bought 254,943 Invesco shares in Q1 2026, an estimated $6.67M.
  • Invesco made up 0.61% of IBEX Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • IBEX Wealth Advisors first reported a position in Invesco in Q3 2016 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.