Mercer Global Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.78M | Buy |
219,074
+24,145
| +12% | +$640K | 0.01% | 814 |
|
|
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
Mercer Global Advisors's IVZ Position: Q2 2026 in Review
Mercer Global Advisors increased its Invesco (IVZ) stake by 12% in Q2 2026, buying an estimated $640K and bringing the position to 219,074 shares worth $5.78M. The position accounts for 0.01% of the portfolio, ranked #814.
Mercer Global Advisors first reported a position in IVZ in Q1 2019 and has held it in 29 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Mercer Global Advisors held 219,074 shares of Invesco worth $5.78M as of Q2 2026.
- Mercer Global Advisors bought 24,145 Invesco shares in Q2 2026, an estimated $640K.
- Invesco made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #814 holding.
- Mercer Global Advisors first reported a position in Invesco in Q1 2019 and has held it in 29 quarters since.
- 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.