IFG Advisory’s Invesco IVZ Stock Holding History

IFG Advisory’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	$2.62K	Buy	+99	New	+$2.62K	﹤0.01%	2076
2022 Q2	–	Sell	-38,049	Closed	-$877K	–	498
2022 Q1	$877K	Sell	38,049 -2,024	-5%	-$44.9K	0.09%	222
2021 Q4	$922K	Sell	40,073 -4,969	-11%	-$121K	0.09%	212
2021 Q3	$1.08M	Buy	45,042 +3,476	+8%	+$86.9K	0.12%	193
2021 Q2	$1.11M	Sell	41,566 -6,872	-14%	-$187K	0.12%	190
2021 Q1	$1.22M	Sell	48,438 -2,575	-5%	-$57.7K	0.15%	160
2020 Q4	$889K	Sell	51,013 -1,516	-3%	-$23.3K	0.12%	186
2020 Q3	$599K	Sell	52,529 -633	-1%	-$6.71K	0.1%	212
2020 Q2	$572K	Buy	53,162 +6,094	+13%	+$54.7K	0.1%	208
2020 Q1	$427K	Buy	47,068 +7,710	+20%	+$117K	0.1%	214
2019 Q4	$707K	Buy	39,358 +1,076	+3%	+$18.4K	0.13%	185
2019 Q3	$648K	Buy	38,282 +3,252	+9%	+$57.4K	0.13%	192
2019 Q2	$716K	Buy	35,030 +10,986	+46%	+$228K	0.13%	162
2019 Q1	$464K	Buy	24,044 +11,915	+98%	+$223K	0.09%	208
2018 Q4	$203K	Sell	12,129 -2,467	-17%	-$49.4K	0.05%	294
2018 Q3	$333K	Buy	14,596 +2,860	+24%	+$71.5K	0.06%	278
2018 Q2	$311K	Buy	11,736 +1,348	+13%	+$38.8K	0.06%	261
2018 Q1	$332K	Buy	10,388 +2,928	+39%	+$101K	0.07%	251
2017 Q4	$272K	Buy	+7,460	New	+$270K	0.06%	275

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG Advisory's IVZ Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco (IVZ) in Q2 2026: 99 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IVZ as recently as Q1 2022.

IFG Advisory first reported a position in IVZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

IFG Advisory held 99 shares of Invesco worth $2.62K as of Q2 2026.
Invesco was a new IFG Advisory position in Q2 2026.
Invesco made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2076 holding.
IFG Advisory first reported a position in Invesco in Q4 2017 and has held it in 19 quarters since.
IFG Advisory's Invesco position peaked at $1.22M in Q1 2021.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.