S
IVZ icon

SignatureFD’s Invesco IVZ Stock Holding History

SignatureFD’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 		$288K Buy
11,859
+1,541
+15% +$40.3K ﹤0.01% 829
2025
Q4 		$271K Sell
10,318
-939
-8% -$22.9K ﹤0.01% 825
2025
Q3 		$258K Buy
11,257
+443
+4% +$9.2K ﹤0.01% 828
2025
Q2 		$171K Sell
10,814
-7,449
-41% -$107K ﹤0.01% 992
2025
Q1 		$277K Sell
18,263
-946
-5% -$16.1K 0.01% 741
2024
Q4 		$336K Sell
19,209
-1,102
-5% -$19.6K 0.01% 679
2024
Q3 		$357K Sell
20,311
-7,671
-27% -$126K 0.01% 631
2024
Q2 		$419K Buy
27,982
+1,731
+7% +$26.6K 0.01% 551
2024
Q1 		$436K Buy
26,251
+11,744
+81% +$190K 0.01% 549
2023
Q4 		$259K Buy
14,507
+3,214
+28% +$46.4K 0.01% 693
2023
Q3 		$164K Sell
11,293
-585
-5% -$9.42K ﹤0.01% 819
2023
Q2 		$200K Buy
11,878
+370
+3% +$5.96K 0.01% 755
2023
Q1 		$189K Buy
11,508
+430
+4% +$7.67K 0.01% 744
2022
Q4 		$199K Sell
11,078
-2,325
-17% -$39.8K 0.01% 713
2022
Q3 		$184K Sell
13,403
-1,749
-12% -$29.5K 0.01% 707
2022
Q2 		$244K Buy
15,152
+2,669
+21% +$50.5K 0.01% 623
2022
Q1 		$288K Buy
12,483
+627
+5% +$13.9K 0.01% 595
2021
Q4 		$273K Buy
11,856
+236
+2% +$5.74K 0.01% 599
2021
Q3 		$280K Buy
11,620
+366
+3% +$9.15K 0.01% 560
2021
Q2 		$301K Buy
11,254
+195
+2% +$5.31K 0.01% 510
2021
Q1 		$279K Sell
11,059
-153
-1% -$3.43K 0.01% 471
2020
Q4 		$195K Sell
11,212
-283
-2% -$4.35K 0.01% 547
2020
Q3 		$131K Sell
11,495
-174
-1% -$1.84K 0.01% 618
2020
Q2 		$126K Buy
11,669
+6,431
+123% +$57.7K 0.01% 606
2020
Q1 		$48K Buy
5,238
+354
+7% +$5.38K ﹤0.01% 898
2019
Q4 		$88K Sell
4,884
-411
-8% -$7.01K 0.01% 752
2019
Q3 		$90K Sell
5,295
-1,913
-27% -$33.8K 0.01% 685
2019
Q2 		$147K Buy
7,208
+139
+2% +$2.89K 0.01% 492
2019
Q1 		$137K Buy
7,069
+36
+0.5% +$673 0.01% 520
2018
Q4 		$118K Buy
7,033
+4,147
+144% +$83K 0.01% 525
2018
Q3 		$66K Buy
2,886
+236
+9% +$5.9K 0.01% 779
2018
Q2 		$70K Sell
2,650
-486
-15% -$14K 0.01% 741
2018
Q1 		$100K Buy
+3,136
New +$108K 0.01% 533
2016
Q4 		– Sell
-709
Closed -$22K – 718
2016
Q3 		$22K Buy
709
+142
+25% +$4.17K ﹤0.01% 778
2016
Q2 		$14K Buy
567
+208
+58% +$6.17K ﹤0.01% 827
2016
Q1 		$11K Sell
359
-472
-57% -$13.6K ﹤0.01% 817
2015
Q4 		$28K Buy
831
+279
+51% +$9.14K 0.01% 492
2015
Q3 		$17K Buy
552
+502
+1,004% +$17.9K ﹤0.01% 568
2015
Q2 		$2K Buy
50
+33
+194% +$1.32K ﹤0.01% 887
2015
Q1 		$1K Sell
17
-112
-87% -$4.37K ﹤0.01% 885
2014
Q4 		$5K Buy
+129
New +$5.08K ﹤0.01% 627

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

SignatureFD's IVZ Position: Q1 2026 in Review

SignatureFD increased its Invesco (IVZ) stake by 15% in Q1 2026, buying an estimated $40.3K and bringing the position to 11,859 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

SignatureFD first reported a position in IVZ in Q4 2014 and has held it in 41 quarters since. The position peaked at $436K in Q1 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • SignatureFD held 11,859 shares of Invesco worth $288K as of Q1 2026.
  • SignatureFD bought 1,541 Invesco shares in Q1 2026, an estimated $40.3K.
  • Invesco made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #829 holding.
  • SignatureFD first reported a position in Invesco in Q4 2014 and has held it in 41 quarters since.
  • SignatureFD's Invesco position peaked at $436K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.