SWP
IVZ icon

SIMA Wealth Partners’s Invesco IVZ Stock Holding History

SIMA Wealth Partners’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 		$3.3K Hold
125
– – ﹤0.01% 123
2026
Q1 		$3.04K Hold
125
– – ﹤0.01% 125
2025
Q4 		$3.28K Hold
125
– – ﹤0.01% 124
2025
Q3 		$2.87K Hold
125
– – ﹤0.01% 147
2025
Q2 		$1.97K Hold
125
– – ﹤0.01% 147
2025
Q1 		$1.9K Buy
+125
New +$2.13K ﹤0.01% 173

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 $3.37T AUM 44.26% 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

SIMA Wealth Partners's IVZ Position: Q2 2026 in Review

SIMA Wealth Partners held its Invesco (IVZ) position steady in Q2 2026 at 125 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

SIMA Wealth Partners first reported a position in IVZ in Q1 2025 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • SIMA Wealth Partners held 125 shares of Invesco worth $3.3K as of Q2 2026.
  • SIMA Wealth Partners left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • SIMA Wealth Partners first reported a position in Invesco in Q1 2025 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.