IIC
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Ironwood Investment Counsel’s Invesco IVZ Stock Holding History

Ironwood Investment Counsel’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 		$249K Buy
10,238
+637
+7% +$16.7K 0.04% 242
2025
Q4 		$252K Buy
+9,601
New +$235K 0.04% 237

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B 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

Ironwood Investment Counsel's IVZ Position: Q1 2026 in Review

Ironwood Investment Counsel increased its Invesco (IVZ) stake by 6.6% in Q1 2026, buying an estimated $16.7K and bringing the position to 10,238 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #242.

Ironwood Investment Counsel first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $252K in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Ironwood Investment Counsel held 10,238 shares of Invesco worth $249K as of Q1 2026.
  • Ironwood Investment Counsel bought 637 Invesco shares in Q1 2026, an estimated $16.7K.
  • Invesco made up 0.04% of Ironwood Investment Counsel's portfolio in Q1 2026, its #242 holding.
  • Ironwood Investment Counsel first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • Ironwood Investment Counsel's Invesco position peaked at $252K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.