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Mather Group’s Invesco IVZ Stock Holding History

Mather Group’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 		$352K Buy
14,492
+2,183
+18% +$57.1K ﹤0.01% 575
2025
Q4 		$323K Buy
12,309
+1,753
+17% +$42.8K ﹤0.01% 509
2025
Q3 		$242K Buy
+10,556
New +$219K ﹤0.01% 575
2025
Q2 		– Sell
-28,529
Closed -$433K – 1171
2025
Q1 		$433K Sell
28,529
-7,396
-21% -$126K 0.01% 407
2024
Q4 		$628K Buy
35,925
+3,313
+10% +$59K 0.01% 309
2024
Q3 		$573K Buy
32,612
+6,611
+25% +$109K 0.01% 341
2024
Q2 		$431K Buy
26,001
+2,519
+11% +$38.7K 0.01% 444
2024
Q1 		$419K Sell
23,482
-94
-0.4% -$1.52K 0.01% 373
2023
Q4 		$421K Buy
23,576
+7,912
+51% +$114K 0.01% 385
2023
Q3 		$227K Sell
15,664
-29,162
-65% -$469K ﹤0.01% 500
2023
Q2 		$754K Buy
+44,826
New +$721K 0.01% 271
2023
Q1 		– Sell
-10,121
Closed -$182K – 514
2022
Q4 		$182K Buy
+10,121
New +$173K ﹤0.01% 466
2022
Q2 		– Sell
-9,918
Closed -$229K – 434
2022
Q1 		$229K Buy
+9,918
New +$220K ﹤0.01% 400

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

Mather Group's IVZ Position: Q1 2026 in Review

Mather Group increased its Invesco (IVZ) stake by 18% in Q1 2026, buying an estimated $57.1K and bringing the position to 14,492 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Mather Group first reported a position in IVZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $754K in Q2 2023. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Mather Group held 14,492 shares of Invesco worth $352K as of Q1 2026.
  • Mather Group bought 2,183 Invesco shares in Q1 2026, an estimated $57.1K.
  • Invesco made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #575 holding.
  • Mather Group first reported a position in Invesco in Q1 2022 and has held it in 13 quarters since.
  • Mather Group's Invesco position peaked at $754K in Q2 2023.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.