JCIA
IVZ icon

Jackson Creek Investment Advisors’s Invesco IVZ Stock Holding History

Jackson Creek Investment Advisors’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 		$1.17M Buy
48,272
+224
+0.5% +$5.86K 0.35% 153
2025
Q4 		$1.26M Sell
48,048
-1,213
-2% -$29.6K 0.37% 144
2025
Q3 		$1.13M Buy
+49,261
New +$1.02M 0.33% 159

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

Jackson Creek Investment Advisors's IVZ Position: Q1 2026 in Review

Jackson Creek Investment Advisors increased its Invesco (IVZ) stake by 0.47% in Q1 2026, buying an estimated $5.86K and bringing the position to 48,272 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #153.

Jackson Creek Investment Advisors first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Jackson Creek Investment Advisors held 48,272 shares of Invesco worth $1.17M as of Q1 2026.
  • Jackson Creek Investment Advisors bought 224 Invesco shares in Q1 2026, an estimated $5.86K.
  • Invesco made up 0.35% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #153 holding.
  • Jackson Creek Investment Advisors first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • Jackson Creek Investment Advisors's Invesco position peaked at $1.26M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.