Rossby Financial
IVZ icon

Rossby Financial’s Invesco IVZ Stock Holding History

Rossby Financial’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
Q3 		$6.94K Buy
230
+5
+2% +$154 ﹤0.01% 1634
2026
Q2 		$5.94K Buy
225
+9
+4% +$239 ﹤0.01% 1368
2026
Q1 		$5.25K Buy
216
+155
+254% +$4.06K ﹤0.01% 1479
2025
Q4 		$1.6K Buy
61
+35
+135% +$855 ﹤0.01% 1429
2025
Q3 		$600 Hold
26
– – ﹤0.01% 1349
2025
Q2 		$410 Buy
+26
New +$373 ﹤0.01% 1193

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

Rossby Financial's IVZ Position: Q3 2026 in Review

Rossby Financial increased its Invesco (IVZ) stake by 2.2% in Q3 2026, buying an estimated $154 and bringing the position to 230 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Rossby Financial first reported a position in IVZ in Q2 2025 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Rossby Financial held 230 shares of Invesco worth $6.94K as of Q3 2026.
  • Rossby Financial bought 5 Invesco shares in Q3 2026, an estimated $154.
  • Invesco made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1634 holding.
  • Rossby Financial first reported a position in Invesco in Q2 2025 and has held it in 6 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.