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IVZ icon

Salomon & Ludwin’s Invesco IVZ Stock Holding History

Salomon & Ludwin’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 		$16.8K Hold
625
– – ﹤0.01% 1277
2026
Q1 		$15.1K Hold
625
– – ﹤0.01% 1284
2025
Q4 		$17.6K Hold
625
– – ﹤0.01% 1003
2025
Q3 		$15K Buy
+625
New +$13K ﹤0.01% 1016

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

Salomon & Ludwin's IVZ Position: Q2 2026 in Review

Salomon & Ludwin held its Invesco (IVZ) position steady in Q2 2026 at 625 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Salomon & Ludwin first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.6K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Salomon & Ludwin held 625 shares of Invesco worth $16.8K as of Q2 2026.
  • Salomon & Ludwin left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1277 holding.
  • Salomon & Ludwin first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Invesco position peaked at $17.6K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.