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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
Q2 		$7.38M Buy
279,655
+8,074
+3% +$214K 0.58% 60
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 $2.38B 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 $3.37T AUM 44.26% 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

IBEX Wealth Advisors's IVZ Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Invesco (IVZ) stake by 3% in Q2 2026, buying an estimated $214K and bringing the position to 279,655 shares worth $7.38M. The position accounts for 0.58% of the portfolio, ranked #60.

IBEX Wealth Advisors first reported a position in IVZ in Q3 2016 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • IBEX Wealth Advisors held 279,655 shares of Invesco worth $7.38M as of Q2 2026.
  • IBEX Wealth Advisors bought 8,074 Invesco shares in Q2 2026, an estimated $214K.
  • Invesco made up 0.58% of IBEX Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • IBEX Wealth Advisors first reported a position in Invesco in Q3 2016 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.