MV Capital Management
IVZ icon

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
Q3 		$543 Sell
18
-18
-50% -$554 ﹤0.01% 1004
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 		$1.1K 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

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

MV Capital Management's IVZ Position: Q3 2026 in Review

MV Capital Management reduced its Invesco (IVZ) stake by 50% in Q3 2026, selling an estimated $554 and leaving 18 shares worth $543. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

MV Capital Management first reported a position in IVZ in Q2 2021 and has held it in 22 quarters since. The position peaked at $11.6K in Q4 2022. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • MV Capital Management held 18 shares of Invesco worth $543 as of Q3 2026.
  • MV Capital Management sold 18 Invesco shares in Q3 2026, an estimated $554.
  • Invesco made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #1004 holding.
  • MV Capital Management first reported a position in Invesco in Q2 2021 and has held it in 22 quarters since.
  • MV Capital Management's Invesco position peaked at $11.6K in Q4 2022.
  • 577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.