MWPCG
IVZ icon

Measured Wealth Private Client Group’s Invesco IVZ Stock Holding History

Measured Wealth Private Client 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
Q2 		$20.7K Hold
785
– – 0.01% 478
2026
Q1 		$19.1K Hold
785
– – 0.01% 479
2025
Q4 		$20.6K Buy
+785
New +$19.2K 0.01% 474
2018
Q4 		– Sell
-1,845
Closed -$42K – 399
2018
Q3 		$42K Buy
+1,845
New +$46.1K 0.03% 391

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
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

Measured Wealth Private Client Group's IVZ Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Invesco (IVZ) position steady in Q2 2026 at 785 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #478.

Measured Wealth Private Client Group first reported a position in IVZ in Q3 2018 and has held it in 4 quarters since. The position peaked at $42K in Q3 2018. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Measured Wealth Private Client Group held 785 shares of Invesco worth $20.7K as of Q2 2026.
  • Measured Wealth Private Client Group left its Invesco share count unchanged in Q2 2026.
  • Invesco made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #478 holding.
  • Measured Wealth Private Client Group first reported a position in Invesco in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Invesco position peaked at $42K in Q3 2018.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.