Sciencast Management’s Invesco IVZ Stock Holding History

Sciencast 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	$845K	Buy	+32,002	New	+$848K	0.18%	158
2025 Q2	–	Sell	-49,217	Closed	-$747K	–	315
2025 Q1	$747K	Buy	49,217 +15,344	+45%	+$262K	0.17%	161
2024 Q4	$592K	Buy	+33,873	New	+$603K	0.16%	177
2024 Q3	–	Sell	-32,376	Closed	-$484K	–	297
2024 Q2	$484K	Buy	+32,376	New	+$498K	0.17%	176
2024 Q1	–	Sell	-36,333	Closed	-$648K	–	271
2023 Q4	$648K	Buy	+36,333	New	+$524K	0.35%	116
2022 Q2	$193K	Buy	+10,902	New	+$206K	0.04%	366
2021 Q4	–	Sell	-10,670	Closed	-$257K	–	535
2021 Q3	$257K	Sell	10,670 -41,228	-79%	-$1.03M	0.07%	307
2021 Q2	$1.36M	Buy	+51,898	New	+$1.41M	0.28%	102
2021 Q1	–	Sell	-52,645	Closed	-$977K	–	582
2020 Q4	$977K	Buy	+52,645	New	+$810K	0.2%	158
2020 Q2	–	Sell	-16,251	Closed	-$132K	–	464
2020 Q1	$132K	Buy	+16,251	New	+$247K	0.04%	259
2019 Q2	–	Sell	-53,600	Closed	-$1.1M	–	370
2019 Q1	$1.1M	Buy	53,600 +29,499	+122%	+$552K	0.39%	87
2018 Q4	$453K	Sell	24,101 -14,511	-38%	-$290K	0.4%	102
2018 Q3	$834K	Buy	+38,612	New	+$965K	0.56%	56
2018 Q2	–	Sell	-11,161	Closed	-$347K	–	323
2018 Q1	$347K	Sell	11,161 -8,688	-44%	-$300K	0.17%	217
2017 Q4	$748K	Buy	+19,849	New	+$718K	0.4%	97
2017 Q3	–	Sell	-8,129	Closed	-$286K	–	392
2017 Q2	$286K	Sell	8,129 -31,422	-79%	-$1.02M	0.16%	233
2017 Q1	$1.21M	Buy	39,551 +13,019	+49%	+$407K	0.67%	25
2016 Q4	$805K	Buy	+26,532	New	+$816K	1.1%	12

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sciencast Management's IVZ Position: Q2 2026 in Review

Sciencast Management opened a new position in Invesco (IVZ) in Q2 2026: 32,002 shares worth $845K. The stake represents 0.18% of the portfolio and ranks #158 among its holdings. This is a return to the name: Sciencast Management previously reported a position in IVZ as recently as Q1 2025.

Sciencast Management first reported a position in IVZ in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.36M in Q2 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Sciencast Management held 32,002 shares of Invesco worth $845K as of Q2 2026.
Invesco was a new Sciencast Management position in Q2 2026.
Invesco made up 0.18% of Sciencast Management's portfolio in Q2 2026, its #158 holding.
Sciencast Management first reported a position in Invesco in Q4 2016 and has held it in 18 quarters since.
Sciencast Management's Invesco position peaked at $1.36M in Q2 2021.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sciencast Management's 13F filing for Q2 2026, filed 28 Jul 2026.