Investors Research Corp’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-13,600
| Closed | -$357K | – | 902 |
|
|
2025
Q4 | $357K | Sell |
13,600
-17,712
| -57% | -$433K | 0.07% | 233 |
|
|
2025
Q3 | $718K | Hold |
31,312
| – | – | 0.13% | 159 |
|
|
2025
Q2 | $494K | Hold |
31,312
| – | – | 0.1% | 201 |
|
|
2025
Q1 | $475K | Buy |
31,312
+1,662
| +6% | +$28.4K | 0.1% | 195 |
|
|
2024
Q4 | $518K | Sell |
29,650
-2,075
| -7% | -$37K | 0.11% | 192 |
|
|
2024
Q3 | $557K | Buy |
31,725
+225
| +0.7% | +$3.69K | 0.12% | 193 |
|
|
2024
Q2 | $471K | Hold |
31,500
| – | – | 0.11% | 206 |
|
|
2024
Q1 | $523K | Buy |
31,500
+2,700
| +9% | +$43.6K | 0.12% | 201 |
|
|
2023
Q4 | $514K | Sell |
28,800
-3,725
| -11% | -$53.7K | 0.12% | 210 |
|
|
2023
Q3 | $472K | Hold |
32,525
| – | – | 0.12% | 213 |
|
|
2023
Q2 | $547K | Sell |
32,525
-125
| -0.4% | -$2.01K | 0.14% | 190 |
|
|
2023
Q1 | $535K | Sell |
32,650
-400
| -1% | -$7.14K | 0.14% | 199 |
|
|
2022
Q4 | $595K | Sell |
33,050
-525
| -2% | -$8.98K | 0.16% | 179 |
|
|
2022
Q3 | $460K | Hold |
33,575
| – | – | 0.14% | 198 |
|
|
2022
Q2 | $542K | Sell |
33,575
-225
| -0.7% | -$4.26K | 0.16% | 181 |
|
|
2022
Q1 | $779K | Buy |
33,800
+725
| +2% | +$16.1K | 0.22% | 125 |
|
|
2021
Q4 | $761K | Sell |
33,075
-500
| -1% | -$12.2K | 0.23% | 124 |
|
|
2021
Q3 | $809K | Hold |
33,575
| – | – | 0.27% | 110 |
|
|
2021
Q2 | $897K | Hold |
33,575
| – | – | 0.31% | 107 |
|
|
2021
Q1 | $847K | Buy |
33,575
+425
| +1% | +$9.53K | 0.32% | 108 |
|
|
2020
Q4 | $578K | Sell |
33,150
-1,575
| -5% | -$24.2K | 0.23% | 168 |
|
|
2020
Q3 | $396K | Sell |
34,725
-700
| -2% | -$7.42K | 0.19% | 165 |
|
|
2020
Q2 | $381K | Sell |
35,425
-200
| -0.6% | -$1.79K | 0.19% | 179 |
|
|
2020
Q1 | $323K | Sell |
35,625
-825
| -2% | -$12.5K | 0.2% | 189 |
|
|
2019
Q4 | $655K | Sell |
36,450
-500
| -1% | -$8.53K | 0.3% | 111 |
|
|
2019
Q3 | $626K | Sell |
36,950
-375
| -1% | -$6.62K | 0.32% | 107 |
|
|
2019
Q2 | $764K | Hold |
37,325
| – | – | 0.4% | 73 |
|
|
2019
Q1 | $721K | Buy |
37,325
+875
| +2% | +$16.4K | 0.38% | 78 |
|
|
2018
Q4 | $610K | Buy |
36,450
+775
| +2% | +$15.5K | 0.43% | 87 |
|
|
2018
Q3 | $816K | Buy |
+35,675
| New | +$892K | 0.47% | 64 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Investors Research Corp's IVZ Position: Q1 2026 in Review
Investors Research Corp sold out of Invesco (IVZ) in Q1 2026, closing a stake of 13,600 shares — an estimated $357K sold.
Investors Research Corp first reported a position in IVZ in Q3 2018 and held it in 30 quarters. The position peaked at $897K in Q2 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Investors Research Corp reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
- Investors Research Corp sold 13,600 Invesco shares in Q1 2026, an estimated $357K.
- Investors Research Corp first reported a position in Invesco in Q3 2018 and held it in 30 quarters.
- Investors Research Corp's Invesco position peaked at $897K in Q2 2021.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.