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
Q2 		$254K Buy
9,626
+496
+5% +$13.1K 0.01% 214
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 $2.38B 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

Symmetry Partners's IVZ Position: Q2 2026 in Review

Symmetry Partners increased its Invesco (IVZ) stake by 5.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 9,626 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #214.

Symmetry Partners first reported a position in IVZ in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.59M in Q2 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Symmetry Partners held 9,626 shares of Invesco worth $254K as of Q2 2026.
  • Symmetry Partners bought 496 Invesco shares in Q2 2026, an estimated $13.1K.
  • Invesco made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #214 holding.
  • Symmetry Partners first reported a position in Invesco in Q1 2021 and has held it in 7 quarters since.
  • Symmetry Partners's Invesco position peaked at $1.59M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.