IF
IVZ icon

IRON Financial’s Invesco IVZ Stock Holding History

IRON Financial’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
2025
Q1 		– Sell
-11,578
Closed -$202K – 128
2024
Q4 		$202K Buy
11,578
+340
+3% +$6.06K 0.11% 100
2024
Q3 		$197K Sell
11,238
-1,003
-8% -$16.5K 0.11% 105
2024
Q2 		$183K Buy
12,241
+125
+1% +$1.92K 0.1% 98
2024
Q1 		$201K Buy
12,116
+1,013
+9% +$16.3K 0.11% 94
2023
Q4 		$198K Sell
11,103
-545
-5% -$7.86K 0.11% 96
2023
Q3 		$169K Buy
11,648
+391
+3% +$6.29K 0.1% 95
2023
Q2 		$189K Sell
11,257
-191
-2% -$3.07K 0.1% 98
2023
Q1 		$188K Buy
+11,448
New +$204K 0.1% 94

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IRON Financial's IVZ Position: Q1 2025 in Review

IRON Financial sold out of Invesco (IVZ) in Q1 2025, closing a stake of 11,578 shares — an estimated $202K sold.

IRON Financial first reported a position in IVZ in Q1 2023 and held it in 8 quarters. The position peaked at $202K in Q4 2024. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • IRON Financial reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • IRON Financial sold 11,578 Invesco shares in Q1 2025, an estimated $202K.
  • IRON Financial first reported a position in Invesco in Q1 2023 and held it in 8 quarters.
  • IRON Financial's Invesco position peaked at $202K in Q4 2024.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on IRON Financial's 13F filing for Q1 2025, filed 25 Apr 2025.