SHIM
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Stone House Investment Management’s Invesco IVZ Stock Holding History

Stone House Investment 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 		$5.42K Hold
223
– – ﹤0.01% 449
2025
Q4 		$5.86K Buy
223
+11
+5% +$269 ﹤0.01% 399
2025
Q3 		$4.86K Buy
+212
New +$4.4K ﹤0.01% 376

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

Stone House Investment Management's IVZ Position: Q1 2026 in Review

Stone House Investment Management held its Invesco (IVZ) position steady in Q1 2026 at 223 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Stone House Investment Management first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.86K in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Stone House Investment Management held 223 shares of Invesco worth $5.42K as of Q1 2026.
  • Stone House Investment Management left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #449 holding.
  • Stone House Investment Management first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's Invesco position peaked at $5.86K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.