SP
IVZ icon

Symmetry Partners’s Invesco IVZ Stock Holding History

Symmetry 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
Q1 		$222K Buy
9,130
+417
+5% +$10.9K 0.01% 186
2025
Q4 		$229K Sell
8,713
-202
-2% -$4.93K 0.01% 180
2025
Q3 		$205K Buy
+8,915
New +$185K 0.02% 159
2021
Q4 		– Sell
-40,728
Closed -$1.03M – 623
2021
Q3 		$1.03M Sell
40,728
-18,666
-31% -$467K 0.07% 211
2021
Q2 		$1.59M Buy
59,394
+46,536
+362% +$1.27M 0.11% 134
2021
Q1 		$324K Buy
+12,858
New +$288K 0.02% 538

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

Symmetry Partners's IVZ Position: Q1 2026 in Review

Symmetry Partners increased its Invesco (IVZ) stake by 4.8% in Q1 2026, buying an estimated $10.9K and bringing the position to 9,130 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #186.

Symmetry Partners first reported a position in IVZ in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.59M in Q2 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Symmetry Partners held 9,130 shares of Invesco worth $222K as of Q1 2026.
  • Symmetry Partners bought 417 Invesco shares in Q1 2026, an estimated $10.9K.
  • Invesco made up 0.01% of Symmetry Partners's portfolio in Q1 2026, its #186 holding.
  • Symmetry Partners first reported a position in Invesco in Q1 2021 and has held it in 6 quarters since.
  • Symmetry Partners's Invesco position peaked at $1.59M in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.