Russell Investments Group
IVZ icon

Russell Investments Group’s Invesco IVZ Stock Holding History

Russell Investments Group’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 		$7.19M Buy
295,971
+103,378
+54% +$2.7M 0.01% 1129
2025
Q4 		$5.06M Buy
192,593
+7,068
+4% +$173K 0.01% 1317
2025
Q3 		$4.26M Buy
185,525
+82,941
+81% +$1.72M ﹤0.01% 1413
2025
Q2 		$1.62M Buy
102,584
+792
+0.8% +$11.4K ﹤0.01% 1827
2025
Q1 		$1.54M Sell
101,792
-3,402
-3% -$58.1K ﹤0.01% 1844
2024
Q4 		$1.84M Buy
105,194
+19,904
+23% +$355K ﹤0.01% 1712
2024
Q3 		$1.5M Buy
85,290
+13,685
+19% +$225K ﹤0.01% 1839
2024
Q2 		$1.07M Buy
71,605
+16,968
+31% +$261K ﹤0.01% 1949
2024
Q1 		$906K Buy
54,637
+32,989
+152% +$532K ﹤0.01% 2007
2023
Q4 		$387K Sell
21,648
-54,747
-72% -$790K ﹤0.01% 2296
2023
Q3 		$1.11M Sell
76,395
-41,111
-35% -$662K ﹤0.01% 1862
2023
Q2 		$1.97M Sell
117,506
-30,090
-20% -$484K ﹤0.01% 1571
2023
Q1 		$2.4M Sell
147,596
-29,307
-17% -$523K ﹤0.01% 1467
2022
Q4 		$3.19M Sell
176,903
-12,865
-7% -$220K 0.01% 1326
2022
Q3 		$2.62M Sell
189,768
-31,639
-14% -$534K 0.01% 1403
2022
Q2 		$3.59M Buy
221,407
+57,355
+35% +$1.09M 0.01% 1261
2022
Q1 		$3.8M Sell
164,052
-100,980
-38% -$2.24M 0.01% 1302
2021
Q4 		$6.1M Sell
265,032
-116,413
-31% -$2.83M 0.01% 1138
2021
Q3 		$9.21M Buy
381,445
+190,502
+100% +$4.76M 0.02% 925
2021
Q2 		$5.1M Sell
190,943
-52,894
-22% -$1.44M 0.01% 1337
2021
Q1 		$6.13M Buy
243,837
+70,312
+41% +$1.58M 0.01% 1241
2020
Q4 		$3.02M Buy
173,525
+42,893
+33% +$660K 0.01% 1527
2020
Q3 		$1.49M Sell
130,632
-56,679
-30% -$601K ﹤0.01% 1871
2020
Q2 		$2M Buy
187,311
+106,777
+133% +$958K ﹤0.01% 1639
2020
Q1 		$764K Sell
80,534
-19,914
-20% -$303K ﹤0.01% 1978
2019
Q4 		$1.8M Buy
100,448
+23,100
+30% +$394K ﹤0.01% 1801
2019
Q3 		$1.31M Sell
77,348
-15,565
-17% -$275K ﹤0.01% 1875
2019
Q2 		$1.89M Sell
92,913
-1,160,235
-93% -$24.1M ﹤0.01% 1702
2019
Q1 		$24.2M Buy
1,253,148
+39,198
+3% +$733K 0.04% 491
2018
Q4 		$20.3M Buy
1,213,950
+52,412
+5% +$1.05M 0.05% 482
2018
Q3 		$26.6M Buy
1,161,538
+755,556
+186% +$18.9M 0.05% 439
2018
Q2 		$10.8M Buy
405,982
+229,304
+130% +$6.6M 0.02% 871
2018
Q1 		$5.63M Buy
176,678
+5,204
+3% +$179K 0.01% 1299
2017
Q4 		$6.3M Buy
171,474
+51,555
+43% +$1.87M 0.01% 1207
2017
Q3 		$4.2M Buy
119,919
+23,591
+24% +$806K 0.01% 1359
2017
Q2 		$3.39M Buy
96,328
+8,100
+9% +$264K 0.01% 1437
2017
Q1 		$2.7M Buy
88,228
+8,722
+11% +$273K 0.01% 1586
2016
Q4 		$2.39M Buy
+79,506
New +$2.45M ﹤0.01% 1691

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

Russell Investments Group's IVZ Position: Q1 2026 in Review

Russell Investments Group increased its Invesco (IVZ) stake by 54% in Q1 2026, buying an estimated $2.7M and bringing the position to 295,971 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #1129.

Russell Investments Group first reported a position in IVZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $26.6M in Q3 2018. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Russell Investments Group held 295,971 shares of Invesco worth $7.19M as of Q1 2026.
  • Russell Investments Group bought 103,378 Invesco shares in Q1 2026, an estimated $2.7M.
  • Invesco made up 0.01% of Russell Investments Group's portfolio in Q1 2026, its #1129 holding.
  • Russell Investments Group first reported a position in Invesco in Q4 2016 and has held it in 38 quarters since.
  • Russell Investments Group's Invesco position peaked at $26.6M in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.