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 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 $2.17B 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

Independent Advisor Alliance's IVZ Position: Q1 2026 in Review

Independent Advisor Alliance increased its Invesco (IVZ) stake by 3.2% in Q1 2026, buying an estimated $13.9K and bringing the position to 16,978 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Independent Advisor Alliance first reported a position in IVZ in Q1 2021 and has held it in 8 quarters since. The position peaked at $6.32M in Q1 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Independent Advisor Alliance held 16,978 shares of Invesco worth $412K as of Q1 2026.
Independent Advisor Alliance bought 530 Invesco shares in Q1 2026, an estimated $13.9K.
Invesco made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1192 holding.
Independent Advisor Alliance first reported a position in Invesco in Q1 2021 and has held it in 8 quarters since.
Independent Advisor Alliance's Invesco position peaked at $6.32M in Q1 2021.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.