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Israel Englander’s Invesco IVZ Stock Holding History

Israel Englander’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
Q2 		$528K Buy
+20,000
New +$530K ﹤0.01% 4747
2026
Q1 		– Sell
-9,200
Closed -$242K – 6035
2025
Q4 		$242K Sell
9,200
-81,000
-90% -$1.98M ﹤0.01% 5376
2025
Q3 		$2.07M Buy
+90,200
New +$1.87M ﹤0.01% 4031
2025
Q2 		– Sell
-37,800
Closed -$573K – 6097
2025
Q1 		$573K Sell
37,800
-982,800
-96% -$16.8M ﹤0.01% 4725
2024
Q4 		$17.8M Hold
1,020,600
– – 0.01% 1617
2024
Q3 		$17.9M Buy
1,020,600
+20,600
+2% +$338K 0.01% 1639
2024
Q2 		$15M Hold
1,000,000
– – 0.01% 1739
2024
Q1 		$16.6M Sell
1,000,000
-15,100
-1% -$244K 0.01% 1712
2023
Q4 		$18.1M Sell
1,015,100
-150,500
-13% -$2.17M 0.01% 1619
2023
Q3 		$16.9M Buy
1,165,600
+143,600
+14% +$2.31M 0.01% 1564
2023
Q2 		$17.2M Buy
1,022,000
+1,000,000
+4,545% +$16.1M 0.01% 1528
2023
Q1 		$361K Buy
+22,000
New +$393K ﹤0.01% 4796
2022
Q2 		– Sell
-300,000
Closed -$6.92M – 7218
2022
Q1 		$6.92M Buy
+300,000
New +$6.65M ﹤0.01% 2585
2021
Q4 		– Sell
-59,700
Closed -$1.44M – 7104
2021
Q3 		$1.44M Buy
+59,700
New +$1.49M ﹤0.01% 4282
2021
Q1 		– Sell
-2,502,400
Closed -$43.6M – 6219
2020
Q4 		$43.6M Buy
+2,502,400
New +$38.5M 0.03% 530
2019
Q2 		– Sell
-450,000
Closed -$8.69M – 4250
2019
Q1 		$8.69M Buy
+450,000
New +$8.41M 0.01% 1365

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Israel Englander's IVZ Position: Q2 2026 in Review

Israel Englander reduced its Invesco (IVZ) stake by 28% in Q2 2026, selling an estimated $158M and leaving 15,689,569 shares worth $414M. The position accounts for 0.15% of the portfolio, ranked #91.

Israel Englander first reported a position in IVZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $526M in Q1 2026. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Israel Englander held 15,689,569 shares of Invesco worth $414M as of Q2 2026.
  • Israel Englander sold 5,959,106 Invesco shares in Q2 2026, an estimated $158M.
  • Invesco made up 0.15% of Israel Englander's portfolio in Q2 2026, its #91 holding.
  • Israel Englander first reported a position in Invesco in Q2 2013 and has held it in 50 quarters since.
  • Israel Englander's Invesco position peaked at $526M in Q1 2026.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.