IFG
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Independent Financial Group’s Invesco IVZ Stock Holding History

Independent Financial Group’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 		$310K Sell
11,752
-100
-0.8% -$2.65K 0.01% 1227
2026
Q1 		$288K Hold
11,852
– – 0.01% 1182
2025
Q4 		$311K Sell
11,852
-3,757
-24% -$91.8K 0.01% 1131
2025
Q3 		$358K Sell
15,609
-14,300
-48% -$297K 0.01% 1000
2025
Q2 		$472K Buy
29,909
+11,235
+60% +$161K 0.01% 807
2025
Q1 		$283K Buy
+18,674
New +$319K 0.01% 956
2021
Q4 		– Sell
-20,822
Closed -$502K – 805
2021
Q3 		$502K Buy
20,822
+1,049
+5% +$26.2K 0.05% 364
2021
Q2 		$529K Buy
19,773
+1,469
+8% +$40K 0.06% 352
2021
Q1 		$462K Buy
+18,304
New +$410K 0.06% 353
2020
Q2 		– Sell
-37,529
Closed -$341K – 493
2020
Q1 		$341K Buy
+37,529
New +$570K 0.1% 231

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Financial Group's IVZ Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco (IVZ) stake by 0.84% in Q2 2026, selling an estimated $2.65K and leaving 11,752 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1227.

Independent Financial Group first reported a position in IVZ in Q1 2020 and has held it in 10 quarters since. The position peaked at $529K in Q2 2021. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Independent Financial Group held 11,752 shares of Invesco worth $310K as of Q2 2026.
  • Independent Financial Group sold 100 Invesco shares in Q2 2026, an estimated $2.65K.
  • Invesco made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1227 holding.
  • Independent Financial Group first reported a position in Invesco in Q1 2020 and has held it in 10 quarters since.
  • Independent Financial Group's Invesco position peaked at $529K in Q2 2021.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.