MV Capital Management’s Invesco IVZ Stock Holding History

MV Capital 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 Q2	$951	Hold	36	–	–	﹤0.01%	920
2026 Q1	$875	Buy	36 +1	+3%	+$26	﹤0.01%	886
2025 Q4	$920	Hold	35	–	–	﹤0.01%	833
2025 Q3	$803	Hold	35	–	–	﹤0.01%	814
2025 Q2	$552	Sell	35 -41	-54%	-$589	﹤0.01%	839
2025 Q1	$1.15K	Sell	76 -18	-19%	-$307	﹤0.01%	745
2024 Q4	$1.64K	Hold	94	–	–	﹤0.01%	708
2024 Q3	$1.65K	Buy	94 +23	+32%	+$378	﹤0.01%	709
2024 Q2	$1.06K	Buy	71 +5	+8%	+$77	﹤0.01%	689
2024 Q1	$1.09K	Hold	66	–	–	﹤0.01%	684
2023 Q4	$1.18K	Sell	66 -567	-90%	-$8.18K	﹤0.01%	662
2023 Q3	$9.19K	Sell	633 -42	-6%	-$676	﹤0.01%	516
2023 Q2	$11.3K	Buy	675 +33	+5%	+$531	﹤0.01%	485
2023 Q1	$10.5K	Sell	642 -5	-0.8%	-$89	﹤0.01%	501
2022 Q4	$11.6K	Buy	647 +594	+1,121%	+$10.2K	﹤0.01%	434
2022 Q3	$1K	Sell	53 -195	-79%	-$3.29K	﹤0.01%	656
2022 Q2	$4K	Buy	248 +165	+199%	+$3.12K	﹤0.01%	581
2022 Q1	$2K	Buy	83 +12	+17%	+$266	﹤0.01%	652
2021 Q4	$2K	Sell	71 -56	-44%	-$1.36K	﹤0.01%	657
2021 Q3	$3K	Buy	127 +86	+210%	+$2.15K	﹤0.01%	641
2021 Q2	$1K	Buy	+41	New	+$1.12K	﹤0.01%	663

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MV Capital Management's IVZ Position: Q2 2026 in Review

MV Capital Management held its Invesco (IVZ) position steady in Q2 2026 at 36 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #920.

MV Capital Management first reported a position in IVZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.6K in Q4 2022. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

MV Capital Management held 36 shares of Invesco worth $951 as of Q2 2026.
MV Capital Management left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #920 holding.
MV Capital Management first reported a position in Invesco in Q2 2021 and has held it in 21 quarters since.
MV Capital Management's Invesco position peaked at $11.6K in Q4 2022.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.