QWM
IVZ icon

Quaker Wealth Management’s Invesco IVZ Stock Holding History

Quaker 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
2026
Q2 		$845 Buy
32
+8
+33% +$212 ﹤0.01% 614
2026
Q1 		$583 Hold
24
– – ﹤0.01% 667
2025
Q4 		$631 Buy
24
+2
+9% +$49 ﹤0.01% 639
2025
Q3 		$505 Hold
22
– – ﹤0.01% 602
2025
Q2 		$347 Buy
+22
New +$316 ﹤0.01% 685

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

Quaker Wealth Management's IVZ Position: Q2 2026 in Review

Quaker Wealth Management increased its Invesco (IVZ) stake by 33% in Q2 2026, buying an estimated $212 and bringing the position to 32 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Quaker Wealth Management first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Quaker Wealth Management held 32 shares of Invesco worth $845 as of Q2 2026.
  • Quaker Wealth Management bought 8 Invesco shares in Q2 2026, an estimated $212.
  • Invesco made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Quaker Wealth Management first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.