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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SHP Wealth Management's IVZ Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco (IVZ) stake by 34% in Q1 2026, buying an estimated $1.86K and bringing the position to 281 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

SHP Wealth Management first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • SHP Wealth Management held 281 shares of Invesco worth $6.83K as of Q1 2026.
  • SHP Wealth Management bought 71 Invesco shares in Q1 2026, an estimated $1.86K.
  • Invesco made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #995 holding.
  • SHP Wealth Management first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.