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Sagewood Asset Management’s Invesco IVZ Stock Holding History

Sagewood Asset Management’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 		$577K Buy
21,866
+2,584
+13% +$68.5K 0.13% 154
2026
Q1 		$468K Buy
19,282
+3,825
+25% +$100K 0.15% 137
2025
Q4 		$406K Buy
+15,457
New +$378K 0.14% 120

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's IVZ Position: Q2 2026 in Review

Sagewood Asset Management increased its Invesco (IVZ) stake by 13% in Q2 2026, buying an estimated $68.5K and bringing the position to 21,866 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #154.

Sagewood Asset Management first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Sagewood Asset Management held 21,866 shares of Invesco worth $577K as of Q2 2026.
  • Sagewood Asset Management bought 2,584 Invesco shares in Q2 2026, an estimated $68.5K.
  • Invesco made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #154 holding.
  • Sagewood Asset Management first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.