Integrated Wealth Concepts’s Invesco IVZ Stock Holding History

Integrated Wealth Concepts’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	$980K	Buy	40,331 +15,782	+64%	+$413K	0.01%	1128
2025 Q4	$645K	Sell	24,549 -1,356	-5%	-$33.1K	0.01%	969
2025 Q3	$594K	Buy	25,905 +3,621	+16%	+$75.2K	0.01%	1259
2025 Q2	$351K	Sell	22,284 -14,816	-40%	-$213K	﹤0.01%	1476
2025 Q1	$563K	Buy	+37,100	New	+$633K	0.01%	1091
2021 Q1	–	Sell	-53,435	Closed	-$931K	–	748
2020 Q4	$931K	Sell	53,435 -615	-1%	-$9.46K	0.04%	267
2020 Q3	$617K	Buy	+54,050	New	+$573K	0.04%	299

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

Integrated Wealth Concepts's IVZ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco (IVZ) stake by 64% in Q1 2026, buying an estimated $413K and bringing the position to 40,331 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #1128.

Integrated Wealth Concepts first reported a position in IVZ in Q3 2020 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Integrated Wealth Concepts held 40,331 shares of Invesco worth $980K as of Q1 2026.
Integrated Wealth Concepts bought 15,782 Invesco shares in Q1 2026, an estimated $413K.
Invesco made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1128 holding.
Integrated Wealth Concepts first reported a position in Invesco in Q3 2020 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.