PWM
IVZ icon

Parkworth Wealth Management’s Invesco IVZ Stock Holding History

Parkworth 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
2025
Q2 		$300 Buy
19
+5
+36% +$72 ﹤0.01% 796
2025
Q1 		$212 Sell
14
-5
-26% -$85 ﹤0.01% 704
2024
Q4 		$332 Buy
+19
New +$338 ﹤0.01% 568

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parkworth Wealth Management's IVZ Position: Q2 2025 in Review

Parkworth Wealth Management increased its Invesco (IVZ) stake by 36% in Q2 2025, buying an estimated $72 and bringing the position to 19 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Parkworth Wealth Management first reported a position in IVZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $332 in Q4 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Parkworth Wealth Management held 19 shares of Invesco worth $300 as of Q2 2025.
  • Parkworth Wealth Management bought 5 Invesco shares in Q2 2025, an estimated $72.
  • Invesco made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #796 holding.
  • Parkworth Wealth Management first reported a position in Invesco in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Invesco position peaked at $332 in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.