OAJ
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Ogorek Anthony Joseph’s Invesco IVZ Stock Holding History

Ogorek Anthony Joseph’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 		$10K Hold
399
– – ﹤0.01% 402
2026
Q1 		$9K Sell
399
-70
-15% -$1.83K ﹤0.01% 397
2025
Q4 		$12K Sell
469
-172
-27% -$4.2K ﹤0.01% 349
2025
Q3 		$14K Sell
641
-57
-8% -$1.18K ﹤0.01% 348
2025
Q2 		$11K Buy
698
+431
+161% +$6.19K ﹤0.01% 364
2025
Q1 		$4K Buy
+267
New +$4.56K ﹤0.01% 489

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ogorek Anthony Joseph's IVZ Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Invesco (IVZ) position steady in Q2 2026 at 399 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Ogorek Anthony Joseph first reported a position in IVZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $14K in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Ogorek Anthony Joseph held 399 shares of Invesco worth $10K as of Q2 2026.
  • Ogorek Anthony Joseph left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #402 holding.
  • Ogorek Anthony Joseph first reported a position in Invesco in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Invesco position peaked at $14K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.