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Root Financial Partners’s Invesco IVZ Stock Holding History

Root Financial Partners’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 		– Sell
-1,705
Closed -$41.4K – 1812
2026
Q1 		$41.4K Buy
1,705
+3
+0.2% +$78 ﹤0.01% 961
2025
Q4 		$44.7K Buy
1,702
+374
+28% +$9.13K ﹤0.01% 758
2025
Q3 		$30.5K Buy
+1,328
New +$27.6K ﹤0.01% 883

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

Root Financial Partners's IVZ Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco (IVZ) in Q2 2026, closing a stake of 1,705 shares — an estimated $41.4K sold.

Root Financial Partners first reported a position in IVZ in Q3 2025 and held it in 3 quarters. The position peaked at $44.7K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,705 Invesco shares in Q2 2026, an estimated $41.4K.
  • Root Financial Partners first reported a position in Invesco in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco position peaked at $44.7K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.