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IVZ icon

SBI Securities’s Invesco IVZ Stock Holding History

SBI Securities’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 		$179K Sell
6,792
-130
-2% -$3.45K ﹤0.01% 704
2026
Q1 		$168K Sell
6,922
-824
-11% -$21.6K ﹤0.01% 685
2025
Q4 		$203K Sell
7,746
-359
-4% -$8.77K 0.01% 627
2025
Q3 		$186K Sell
8,105
-462
-5% -$9.59K ﹤0.01% 650
2025
Q2 		$135K Buy
8,567
+309
+4% +$4.44K ﹤0.01% 718
2025
Q1 		$125K Buy
8,258
+1,247
+18% +$21.3K ﹤0.01% 672
2024
Q4 		$123K Buy
+7,011
New +$125K ﹤0.01% 699

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

SBI Securities's IVZ Position: Q2 2026 in Review

SBI Securities reduced its Invesco (IVZ) stake by 1.9% in Q2 2026, selling an estimated $3.45K and leaving 6,792 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

SBI Securities first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $203K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • SBI Securities held 6,792 shares of Invesco worth $179K as of Q2 2026.
  • SBI Securities sold 130 Invesco shares in Q2 2026, an estimated $3.45K.
  • Invesco made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #704 holding.
  • SBI Securities first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Invesco position peaked at $203K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.