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SHP Wealth Management’s Invesco IVZ Stock Holding History

SHP Wealth 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 		$8.52K Buy
323
+42
+15% +$1.11K ﹤0.01% 1024
2026
Q1 		$6.83K Buy
281
+71
+34% +$1.86K ﹤0.01% 995
2025
Q4 		$5.52K Buy
+210
New +$5.13K ﹤0.01% 965

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

SHP Wealth Management's IVZ Position: Q2 2026 in Review

SHP Wealth Management increased its Invesco (IVZ) stake by 15% in Q2 2026, buying an estimated $1.11K and bringing the position to 323 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

SHP Wealth 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.

  • SHP Wealth Management held 323 shares of Invesco worth $8.52K as of Q2 2026.
  • SHP Wealth Management bought 42 Invesco shares in Q2 2026, an estimated $1.11K.
  • Invesco made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • SHP Wealth 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.