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Sonoma Allocations’s Invesco IVZ Stock Holding History

Sonoma Allocations’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 		$38.3M Buy
+447,018
New +$11.9M 11.9% 2

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

Sonoma Allocations's IVZ Position: Q2 2026 in Review

Sonoma Allocations opened a new position in Invesco (IVZ) in Q2 2026: 447,018 shares worth $38.3M. The stake represents 11.9% of the portfolio and ranks #2 among its holdings.

670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Sonoma Allocations held 447,018 shares of Invesco worth $38.3M as of Q2 2026.
  • Invesco was a new Sonoma Allocations position in Q2 2026.
  • Invesco made up 11.9% of Sonoma Allocations's portfolio in Q2 2026, its #2 holding.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.