RWM
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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
Q2 		$320K Buy
12,124
+769
+7% +$20.4K ﹤0.01% 1020
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 $2.38B 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

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

Ritholtz Wealth Management increased its Invesco (IVZ) stake by 6.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 12,124 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Ritholtz Wealth Management first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Ritholtz Wealth Management held 12,124 shares of Invesco worth $320K as of Q2 2026.
  • Ritholtz Wealth Management bought 769 Invesco shares in Q2 2026, an estimated $20.4K.
  • Invesco made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Ritholtz Wealth Management first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.