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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
Q2 		$1.25M Sell
42,294
-5,978
-12% -$158K 0.41% 94
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

Massachusetts Mutual Life Insurance
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 $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Jackson Creek Investment Advisors's IVZ Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Invesco (IVZ) stake by 12% in Q2 2026, selling an estimated $158K and leaving 42,294 shares worth $1.25M. The position accounts for 0.41% of the portfolio, ranked #94.

Jackson Creek Investment Advisors first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Jackson Creek Investment Advisors held 42,294 shares of Invesco worth $1.25M as of Q2 2026.
  • Jackson Creek Investment Advisors sold 5,978 Invesco shares in Q2 2026, an estimated $158K.
  • Invesco made up 0.41% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Jackson Creek Investment Advisors first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • Jackson Creek Investment Advisors's Invesco position peaked at $1.26M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.