Mercer Global Advisors
IVZ icon

Mercer Global Advisors’s Invesco IVZ Stock Holding History

Mercer Global 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 		$4.73M Buy
194,929
+27,910
+17% +$730K 0.01% 780
2025
Q4 		$4.39M Buy
167,019
+7,031
+4% +$172K 0.01% 766
2025
Q3 		$3.67M Buy
159,988
+49,347
+45% +$1.02M 0.01% 781
2025
Q2 		$1.74M Buy
110,641
+28,727
+35% +$413K ﹤0.01% 944
2025
Q1 		$1.24M Buy
81,914
+5,635
+7% +$96.2K ﹤0.01% 1027
2024
Q4 		$1.33M Buy
76,279
+9,946
+15% +$177K ﹤0.01% 969
2024
Q3 		$1.14M Buy
66,333
+4,235
+7% +$69.5K ﹤0.01% 967
2024
Q2 		$965K Buy
62,098
+1,937
+3% +$29.8K ﹤0.01% 975
2024
Q1 		$998K Sell
60,161
-26,646
-31% -$430K ﹤0.01% 966
2023
Q4 		$1.55M Buy
86,807
+14,122
+19% +$204K ﹤0.01% 813
2023
Q3 		$1.05M Buy
72,685
+25,580
+54% +$412K ﹤0.01% 923
2023
Q2 		$792K Buy
47,105
+7,035
+18% +$113K ﹤0.01% 1037
2023
Q1 		$657K Sell
40,070
-5,667
-12% -$101K ﹤0.01% 1070
2022
Q4 		$823K Buy
45,737
+7,759
+20% +$133K ﹤0.01% 997
2022
Q3 		$520K Sell
37,978
-16
-0% -$270 ﹤0.01% 1121
2022
Q2 		$613K Buy
37,994
+1,677
+5% +$31.7K ﹤0.01% 1049
2022
Q1 		$837K Buy
36,317
+1,271
+4% +$28.2K ﹤0.01% 970
2021
Q4 		$807K Sell
35,046
-294
-0.8% -$7.16K 0.01% 986
2021
Q3 		$852K Sell
35,340
-4,072
-10% -$102K 0.01% 935
2021
Q2 		$1.05M Buy
39,412
+1,345
+4% +$36.7K 0.01% 810
2021
Q1 		$960K Sell
38,067
-1,641
-4% -$36.8K 0.01% 800
2020
Q4 		$692K Sell
39,708
-19,849
-33% -$305K 0.01% 744
2020
Q3 		$680K Buy
+59,557
New +$631K 0.01% 677
2020
Q2 		– Sell
-13,989
Closed -$127K – 1098
2020
Q1 		$127K Sell
13,989
-40,832
-74% -$621K ﹤0.01% 991
2019
Q4 		$986K Sell
54,821
-4,022
-7% -$68.6K 0.02% 531
2019
Q3 		$996K Sell
58,843
-7,994
-12% -$141K 0.02% 486
2019
Q2 		$1.37M Buy
66,837
+21,421
+47% +$445K 0.04% 379
2019
Q1 		$877K Buy
+45,416
New +$849K 0.03% 454

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

Mercer Global Advisors's IVZ Position: Q1 2026 in Review

Mercer Global Advisors increased its Invesco (IVZ) stake by 17% in Q1 2026, buying an estimated $730K and bringing the position to 194,929 shares worth $4.73M. The position accounts for 0.01% of the portfolio, ranked #780.

Mercer Global Advisors first reported a position in IVZ in Q1 2019 and has held it in 28 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Mercer Global Advisors held 194,929 shares of Invesco worth $4.73M as of Q1 2026.
  • Mercer Global Advisors bought 27,910 Invesco shares in Q1 2026, an estimated $730K.
  • Invesco made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #780 holding.
  • Mercer Global Advisors first reported a position in Invesco in Q1 2019 and has held it in 28 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.