MinichMacGregor Wealth Management’s Invesco IVZ Stock Holding History

MinichMacGregor Wealth Management’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 Q3	$255K	Sell	8,461 -1,031	-11%	-$31.7K	0.04%	125
2026 Q2	$250K	Buy	9,492 +225	+2%	+$5.96K	0.04%	131
2026 Q1	$225K	Sell	9,267 -1,392	-13%	-$36.4K	0.04%	117
2025 Q4	$280K	Sell	10,659 -2,382	-18%	-$58.2K	0.05%	104
2025 Q3	$299K	Buy	+13,041	New	+$271K	0.06%	112
2016 Q4	–	Sell	-55	Closed	-$1K	–	471
2016 Q3	$1K	Hold	55	–	–	﹤0.01%	416
2016 Q2	$1K	Buy	+55	New	+$1.63K	﹤0.01%	399

Other funds holding IVZ

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

MinichMacGregor Wealth Management's IVZ Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its Invesco (IVZ) stake by 11% in Q3 2026, selling an estimated $31.7K and leaving 8,461 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #125.

MinichMacGregor Wealth Management first reported a position in IVZ in Q2 2016 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

MinichMacGregor Wealth Management held 8,461 shares of Invesco worth $255K as of Q3 2026.
MinichMacGregor Wealth Management sold 1,031 Invesco shares in Q3 2026, an estimated $31.7K.
Invesco made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #125 holding.
MinichMacGregor Wealth Management first reported a position in Invesco in Q2 2016 and has held it in 7 quarters since.
MinichMacGregor Wealth Management's Invesco position peaked at $299K in Q3 2025.
577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.