IP
IVZ icon

Interval Partners’s Invesco IVZ Stock Holding History

Interval Partners’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
-64,600
Closed -$1.7M – 334
2025
Q4 		$1.7M Buy
+64,600
New +$1.58M 0.04% 257
2022
Q4 		– Sell
-150,000
Closed -$2.06M – 285
2022
Q3 		$2.06M Buy
+150,000
New +$2.53M 0.12% 199
2021
Q4 		– Sell
-75,000
Closed -$1.81M – 312
2021
Q3 		$1.81M Buy
75,000
+15,000
+25% +$375K 0.11% 230
2021
Q2 		$1.6M Buy
+60,000
New +$1.64M 0.1% 225
2016
Q3 		– Sell
-100,000
Closed -$2.55M – 175
2016
Q2 		$2.55M Buy
+100,000
New +$2.97M 0.22% 105
2016
Q1 		– Sell
-45,200
Closed -$1.51M – 183
2015
Q4 		$1.51M Buy
+45,200
New +$1.48M 0.19% 121

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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