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SJS Investment Consulting’s Invesco IVZ Stock Holding History

SJS Investment Consulting’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 		$29.3K Buy
1,207
+537
+80% +$14K ﹤0.01% 559
2025
Q4 		$17.6K Buy
670
+271
+68% +$6.62K ﹤0.01% 663
2025
Q3 		$9.15K Buy
399
+347
+667% +$7.2K ﹤0.01% 629
2025
Q2 		$821 Sell
52
-38
-42% -$546 ﹤0.01% 934
2025
Q1 		$1.37K Sell
90
-2
-2% -$34 ﹤0.01% 890
2024
Q4 		$1.61K Sell
92
-9
-9% -$160 ﹤0.01% 816
2024
Q3 		$1.77K Buy
101
+6
+6% +$99 ﹤0.01% 844
2024
Q2 		$1.42K Hold
95
– – ﹤0.01% 883
2024
Q1 		$1.58K Buy
95
+9
+10% +$145 ﹤0.01% 856
2023
Q4 		$1.53K Buy
86
+10
+13% +$144 ﹤0.01% 778
2023
Q3 		$1.1K Sell
76
-11
-13% -$177 ﹤0.01% 894
2023
Q2 		$1.46K Buy
87
+40
+85% +$644 ﹤0.01% 736
2023
Q1 		$771 Sell
47
-48
-51% -$857 ﹤0.01% 996
2022
Q4 		$1.71K Buy
95
+46
+94% +$787 ﹤0.01% 697
2022
Q3 		$1K Buy
+49
New +$826 ﹤0.01% 774
2022
Q1 		$0 Buy
+14
New +$311 ﹤0.01% 1023

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

SJS Investment Consulting's IVZ Position: Q1 2026 in Review

SJS Investment Consulting increased its Invesco (IVZ) stake by 80% in Q1 2026, buying an estimated $14K and bringing the position to 1,207 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

SJS Investment Consulting first reported a position in IVZ in Q1 2022 and has held it in 16 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • SJS Investment Consulting held 1,207 shares of Invesco worth $29.3K as of Q1 2026.
  • SJS Investment Consulting bought 537 Invesco shares in Q1 2026, an estimated $14K.
  • Invesco made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #559 holding.
  • SJS Investment Consulting first reported a position in Invesco in Q1 2022 and has held it in 16 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.