RWM
IVZ icon

Ritholtz Wealth Management’s Invesco IVZ Stock Holding History

Ritholtz 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
Q1 		$276K Buy
11,355
+1,936
+21% +$50.6K ﹤0.01% 1015
2025
Q4 		$247K Buy
9,419
+644
+7% +$15.7K ﹤0.01% 989
2025
Q3 		$201K Buy
+8,775
New +$182K ﹤0.01% 978

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

Ritholtz Wealth Management's IVZ Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Invesco (IVZ) stake by 21% in Q1 2026, buying an estimated $50.6K and bringing the position to 11,355 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Ritholtz Wealth Management first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Ritholtz Wealth Management held 11,355 shares of Invesco worth $276K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,936 Invesco shares in Q1 2026, an estimated $50.6K.
  • Invesco made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1015 holding.
  • Ritholtz Wealth Management first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.