Impact Partnership Wealth’s Invesco IVZ Stock Holding History

Impact Partnership Wealth’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	-36,711	Closed	-$964K	–	406
2025 Q4	$964K	Buy	36,711 +8,313	+29%	+$203K	0.12%	113
2025 Q3	$651K	Sell	28,398 -1,758	-6%	-$36.5K	0.1%	133
2025 Q2	$476K	Buy	30,156 +13,817	+85%	+$198K	0.09%	145
2025 Q1	$248K	Buy	+16,339	New	+$279K	0.05%	196
2024 Q2	–	Sell	-21,818	Closed	-$362K	–	453
2024 Q1	$362K	Buy	21,818 +3,001	+16%	+$48.4K	0.14%	103
2023 Q4	$336K	Buy	18,817 +5,447	+41%	+$78.6K	0.12%	109
2023 Q3	$194K	Sell	13,370 -41,566	-76%	-$669K	0.06%	181
2023 Q2	$923K	Buy	+54,936	New	+$884K	0.32%	30

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

Impact Partnership Wealth's IVZ Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Invesco (IVZ) in Q1 2026, closing a stake of 36,711 shares — an estimated $964K sold.

Impact Partnership Wealth first reported a position in IVZ in Q2 2023 and held it in 8 quarters. The position peaked at $964K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Impact Partnership Wealth reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 36,711 Invesco shares in Q1 2026, an estimated $964K.
Impact Partnership Wealth first reported a position in Invesco in Q2 2023 and held it in 8 quarters.
Impact Partnership Wealth's Invesco position peaked at $964K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.