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SVB Wealth’s Invesco IVZ Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-2,131
Closed -$32.3K – 1056
2025
Q1 		$32.3K Buy
+2,131
New +$36.4K ﹤0.01% 646
2018
Q4 		– Sell
-16,061
Closed -$367K – 419
2018
Q3 		$367K Sell
16,061
-4,510
-22% -$113K 0.01% 360
2018
Q2 		$546K Sell
20,571
-111,170
-84% -$3.2M 0.02% 320
2018
Q1 		$4.22M Sell
131,741
-8,170
-6% -$282K 0.16% 109
2017
Q4 		$5.11M Buy
139,911
+3,508
+3% +$127K 0.19% 101
2017
Q3 		$4.78M Buy
136,403
+7,140
+6% +$244K 0.18% 107
2017
Q2 		$4.55M Buy
129,263
+7,931
+7% +$259K 0.18% 113
2017
Q1 		$3.72M Buy
121,332
+33,602
+38% +$1.05M 0.15% 124
2016
Q4 		$2.66M Sell
87,730
-4,284
-5% -$132K 0.11% 153
2016
Q3 		$2.88M Buy
92,014
+11,424
+14% +$336K 0.12% 155
2016
Q2 		$2.06M Buy
80,590
+5,940
+8% +$176K 0.08% 188
2016
Q1 		$2.3M Sell
74,650
-5,508
-7% -$159K 0.09% 177
2015
Q4 		$2.68M Sell
80,158
-124
-0.2% -$4.06K 0.11% 168
2015
Q3 		$2.51M Sell
80,282
-11,294
-12% -$402K 0.1% 188
2015
Q2 		$3.43M Sell
91,576
-6,800
-7% -$272K 0.11% 171
2015
Q1 		$3.9M Buy
98,376
+19,350
+24% +$756K 0.13% 165
2014
Q4 		$3.12M Buy
+79,026
New +$3.11M 0.1% 183

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SVB Wealth's IVZ Position: Q2 2025 in Review

SVB Wealth sold out of Invesco (IVZ) in Q2 2025, closing a stake of 2,131 shares — an estimated $32.3K sold.

SVB Wealth first reported a position in IVZ in Q4 2014 and held it in 17 quarters. The position peaked at $5.11M in Q4 2017. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • SVB Wealth reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,131 Invesco shares in Q2 2025, an estimated $32.3K.
  • SVB Wealth first reported a position in Invesco in Q4 2014 and held it in 17 quarters.
  • SVB Wealth's Invesco position peaked at $5.11M in Q4 2017.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.