Q1WB
IVZ icon

Quest 10 Wealth Builders’s Invesco IVZ Stock Holding History

Quest 10 Wealth Builders’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 		$2.34K Hold
89
– – ﹤0.01% 612
2026
Q1 		$2.15K Hold
89
– – ﹤0.01% 634
2025
Q4 		$2.33K Sell
89
-1
-1% -$24 ﹤0.01% 570
2025
Q3 		$2.06K Hold
90
– – ﹤0.01% 615
2025
Q2 		$1.41K Hold
90
– – ﹤0.01% 609
2025
Q1 		$1.36K Sell
90
-615
-87% -$10.5K ﹤0.01% 587
2024
Q4 		$12.3K Buy
+705
New +$12.6K 0.01% 363

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

Quest 10 Wealth Builders's IVZ Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Invesco (IVZ) position steady in Q2 2026 at 89 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Quest 10 Wealth Builders first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3K in Q4 2024. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Quest 10 Wealth Builders held 89 shares of Invesco worth $2.34K as of Q2 2026.
  • Quest 10 Wealth Builders left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #612 holding.
  • Quest 10 Wealth Builders first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Invesco position peaked at $12.3K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.