MHR
IVZ icon

Matthew Hamilton Rosenberg’s Invesco IVZ Stock Holding History

Matthew Hamilton Rosenberg’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 		$25.1K Hold
950
– – ﹤0.01% 532
2026
Q1 		$23.1K Hold
950
– – ﹤0.01% 528
2025
Q4 		$25K Hold
950
– – 0.01% 511
2025
Q3 		$21.8K Hold
950
– – ﹤0.01% 526
2025
Q2 		$15K Hold
950
– – ﹤0.01% 604
2025
Q1 		$14.4K Hold
950
– – ﹤0.01% 582
2024
Q4 		$16.6K Hold
950
– – ﹤0.01% 564
2024
Q3 		$16.7K Hold
950
– – ﹤0.01% 567
2024
Q2 		$14.1K Hold
950
– – ﹤0.01% 563
2024
Q1 		$15.7K Hold
950
– – ﹤0.01% 566
2023
Q4 		$16.9K Hold
950
– – 0.01% 552
2023
Q3 		$13.8K Hold
950
– – ﹤0.01% 575
2023
Q2 		$16K Hold
950
– – 0.01% 569
2023
Q1 		$15.6K Hold
950
– – 0.01% 614
2022
Q4 		$17.1K Hold
950
– – 0.01% 590
2022
Q3 		$13K Hold
950
– – 0.01% 612
2022
Q2 		$16K Buy
950
+480
+102% +$9.08K 0.01% 599
2022
Q1 		$11K Hold
470
– – ﹤0.01% 613
2021
Q4 		$11K Hold
470
– – ﹤0.01% 586
2021
Q3 		$11K Hold
470
– – ﹤0.01% 567
2021
Q2 		$13K Buy
+470
New +$12.8K 0.01% 497

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Matthew Hamilton Rosenberg's IVZ Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Invesco (IVZ) position steady in Q2 2026 at 950 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Matthew Hamilton Rosenberg first reported a position in IVZ in Q2 2021 and has held it in 21 quarters since. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Matthew Hamilton Rosenberg held 950 shares of Invesco worth $25.1K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #532 holding.
  • Matthew Hamilton Rosenberg first reported a position in Invesco in Q2 2021 and has held it in 21 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.