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New York Life Investment Management’s Invesco IVZ Stock Holding History

New York Life Investment 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
2025
Q4 		– Sell
-59,780
Closed -$1.37M – 816
2025
Q3 		$1.37M Sell
59,780
-287
-0.5% -$5.96K 0.01% 606
2025
Q2 		$947K Buy
60,067
+951
+2% +$13.7K 0.01% 655
2025
Q1 		$897K Buy
59,116
+154
+0.3% +$2.63K 0.01% 666
2024
Q4 		$1.03M Buy
58,962
+374
+0.6% +$6.66K 0.01% 648
2024
Q3 		$1.03M Sell
58,588
-1,938
-3% -$31.8K 0.01% 694
2024
Q2 		$905K Buy
60,526
+381
+0.6% +$5.86K 0.01% 706
2024
Q1 		$998K Sell
60,145
-2,320
-4% -$37.4K 0.01% 673
2023
Q4 		$1.11M Sell
62,465
-349
-0.6% -$5.04K 0.01% 636
2023
Q3 		$912K Sell
62,814
-903
-1% -$14.5K 0.01% 643
2023
Q2 		$1.07M Buy
63,717
+529
+0.8% +$8.51K 0.01% 589
2023
Q1 		$1.04M Buy
63,188
+162
+0.3% +$2.89K 0.01% 602
2022
Q4 		$1.13M Buy
63,026
+65
+0.1% +$1.11K 0.01% 612
2022
Q3 		$862K Buy
62,961
+16,495
+35% +$278K 0.01% 632
2022
Q2 		$749K Buy
+46,466
New +$879K 0.01% 647

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's IVZ Position: Q4 2025 in Review

New York Life Investment Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 59,780 shares — an estimated $1.37M sold.

New York Life Investment Management first reported a position in IVZ in Q2 2022 and held it in 14 quarters. The position peaked at $1.37M in Q3 2025. 628 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • New York Life Investment Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 59,780 Invesco shares in Q4 2025, an estimated $1.37M.
  • New York Life Investment Management first reported a position in Invesco in Q2 2022 and held it in 14 quarters.
  • New York Life Investment Management's Invesco position peaked at $1.37M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.