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IVZ icon

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
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 		$1.21K 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 $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sciencast Management's IVZ Position: Q2 2025 in Review

Sciencast Management sold out of Invesco (IVZ) in Q2 2025, closing a stake of 49,217 shares — an estimated $747K sold.

Sciencast Management first reported a position in IVZ in Q4 2016 and held it in 17 quarters. The position peaked at $1.36M in Q2 2021. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Sciencast Management reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • Sciencast Management sold 49,217 Invesco shares in Q2 2025, an estimated $747K.
  • Sciencast Management first reported a position in Invesco in Q4 2016 and held it in 17 quarters.
  • Sciencast Management's Invesco position peaked at $1.36M in Q2 2021.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Sciencast Management's 13F filing for Q2 2025, filed 14 Aug 2025.