PIS
IVZ icon

POM Investment Strategies’s Invesco IVZ Stock Holding History

POM Investment Strategies’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
Q1 		$2.87K Hold
118
– – ﹤0.01% 320
2025
Q4 		$3.1K Buy
+118
New +$2.88K ﹤0.01% 249

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

POM Investment Strategies's IVZ Position: Q1 2026 in Review

POM Investment Strategies held its Invesco (IVZ) position steady in Q1 2026 at 118 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

POM Investment Strategies first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.1K in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • POM Investment Strategies held 118 shares of Invesco worth $2.87K as of Q1 2026.
  • POM Investment Strategies left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of POM Investment Strategies's portfolio in Q1 2026, its #320 holding.
  • POM Investment Strategies first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • POM Investment Strategies's Invesco position peaked at $3.1K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.