RF
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
Q2 		$5.94K Buy
225
+9
+4% +$239 ﹤0.01% 1368
2026
Q1 		$5.25K Buy
216
+155
+254% +$4.05K ﹤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

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

Rossby Financial's IVZ Position: Q2 2026 in Review

Rossby Financial increased its Invesco (IVZ) stake by 4.2% in Q2 2026, buying an estimated $239 and bringing the position to 225 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Rossby Financial first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Rossby Financial held 225 shares of Invesco worth $5.94K as of Q2 2026.
  • Rossby Financial bought 9 Invesco shares in Q2 2026, an estimated $239.
  • Invesco made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1368 holding.
  • Rossby Financial first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.