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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
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 $2.17B 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

Root Financial Partners's IVZ Position: Q1 2026 in Review

Root Financial Partners increased its Invesco (IVZ) stake by 0.18% in Q1 2026, buying an estimated $78 and bringing the position to 1,705 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Root Financial Partners first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $44.7K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Root Financial Partners held 1,705 shares of Invesco worth $41.4K as of Q1 2026.
  • Root Financial Partners bought 3 Invesco shares in Q1 2026, an estimated $78.
  • Invesco made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #961 holding.
  • Root Financial Partners first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco position peaked at $44.7K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.