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Independence Bank of Kentucky’s Invesco IVZ Stock Holding History

Independence Bank of Kentucky’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
-1,210
Closed -$31.8K – 677
2025
Q4 		$31.8K Hold
1,210
– – ﹤0.01% 451
2025
Q3 		$27.8K Hold
1,210
– – ﹤0.01% 463
2025
Q2 		$19.1K Buy
+1,210
New +$17.4K ﹤0.01% 482

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
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 $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Independence Bank of Kentucky's IVZ Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Invesco (IVZ) in Q1 2026, closing a stake of 1,210 shares — an estimated $31.8K sold.

Independence Bank of Kentucky first reported a position in IVZ in Q2 2025 and held it in 3 quarters. The position peaked at $31.8K in Q4 2025. 634 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Independence Bank of Kentucky reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 1,210 Invesco shares in Q1 2026, an estimated $31.8K.
  • Independence Bank of Kentucky first reported a position in Invesco in Q2 2025 and held it in 3 quarters.
  • Independence Bank of Kentucky's Invesco position peaked at $31.8K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.