IPS
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Investors Portfolio Services’s Invesco IVZ Stock Holding History

Investors Portfolio Services’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
-30
Closed -$797 – 730
2025
Q4 		$797 Buy
+30
New +$733 ﹤0.01% 324

Other funds holding IVZ

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Investors Portfolio Services's IVZ Position: Q1 2026 in Review

Investors Portfolio Services sold out of Invesco (IVZ) in Q1 2026, closing a stake of 30 shares — an estimated $797 sold.

Investors Portfolio Services first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $797 in Q4 2025. 635 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Investors Portfolio Services reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 30 Invesco shares in Q1 2026, an estimated $797.
  • Investors Portfolio Services first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
  • Investors Portfolio Services's Invesco position peaked at $797 in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Investors Portfolio Services's 13F filing for Q1 2026, filed 14 May 2026.