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IVZ icon

InceptionR’s Invesco IVZ Stock Holding History

InceptionR’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 		$516K Sell
21,258
-1,695
-7% -$44.3K 0.12% 299
2025
Q4 		$603K Buy
22,953
+1,442
+7% +$35.2K 0.17% 225
2025
Q3 		$493K Buy
+21,511
New +$447K 0.12% 316

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

InceptionR's IVZ Position: Q1 2026 in Review

InceptionR reduced its Invesco (IVZ) stake by 7.4% in Q1 2026, selling an estimated $44.3K and leaving 21,258 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #299.

InceptionR first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $603K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • InceptionR held 21,258 shares of Invesco worth $516K as of Q1 2026.
  • InceptionR sold 1,695 Invesco shares in Q1 2026, an estimated $44.3K.
  • Invesco made up 0.12% of InceptionR's portfolio in Q1 2026, its #299 holding.
  • InceptionR first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • InceptionR's Invesco position peaked at $603K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.