Independent Advisor Alliance’s Invesco IVZ Stock Holding History

Independent Advisor Alliance’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	$517K	Buy	19,575 +2,597	+15%	+$68.8K	0.01%	657
2026 Q1	$412K	Buy	16,978 +530	+3%	+$13.9K	﹤0.01%	1192
2025 Q4	$432K	Buy	16,448 +65	+0.4%	+$1.59K	0.01%	692
2025 Q3	$376K	Buy	16,383 +206	+1%	+$4.28K	0.01%	705
2025 Q2	$255K	Buy	16,177 +4,962	+44%	+$71.3K	0.01%	767
2025 Q1	$170K	Buy	+11,215	New	+$191K	0.01%	772
2021 Q4	–	Sell	-17,451	Closed	-$421K	–	698
2021 Q3	$421K	Sell	17,451 -10,558	-38%	-$264K	0.02%	412
2021 Q2	$749K	Sell	28,009 -222,450	-89%	-$6.06M	0.04%	315
2021 Q1	$6.32M	Buy	+250,459	New	+$5.62M	0.37%	72

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

Independent Advisor Alliance's IVZ Position: Q2 2026 in Review

Independent Advisor Alliance increased its Invesco (IVZ) stake by 15% in Q2 2026, buying an estimated $68.8K and bringing the position to 19,575 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #657.

Independent Advisor Alliance first reported a position in IVZ in Q1 2021 and has held it in 9 quarters since. The position peaked at $6.32M in Q1 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Independent Advisor Alliance held 19,575 shares of Invesco worth $517K as of Q2 2026.
Independent Advisor Alliance bought 2,597 Invesco shares in Q2 2026, an estimated $68.8K.
Invesco made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #657 holding.
Independent Advisor Alliance first reported a position in Invesco in Q1 2021 and has held it in 9 quarters since.
Independent Advisor Alliance's Invesco position peaked at $6.32M in Q1 2021.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.