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TD Private Client Wealth’s Invesco IVZ Stock Holding History

TD Private Client 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
2026
Q2 		$86.6K Buy
3,281
+70
+2% +$1.86K ﹤0.01% 794
2026
Q1 		$78K Buy
3,211
+41
+1% +$1.07K ﹤0.01% 802
2025
Q4 		$83.3K Sell
3,170
-998
-24% -$24.4K ﹤0.01% 794
2025
Q3 		$95.6K Buy
4,168
+158
+4% +$3.28K ﹤0.01% 755
2025
Q2 		$63.2K Buy
4,010
+407
+11% +$5.84K ﹤0.01% 807
2025
Q1 		$54.7K Buy
3,603
+20
+0.6% +$341 ﹤0.01% 799
2024
Q4 		$62.6K Sell
3,583
-108
-3% -$1.92K ﹤0.01% 781
2024
Q3 		$64.8K Hold
3,691
– – ﹤0.01% 788
2024
Q2 		$55.2K Buy
3,691
+429
+13% +$6.6K ﹤0.01% 786
2024
Q1 		$54.1K Sell
3,262
-359
-10% -$5.79K ﹤0.01% 797
2023
Q4 		$64.6K Buy
3,621
+1,273
+54% +$18.4K ﹤0.01% 776
2023
Q3 		$34.1K Sell
2,348
-1,037
-31% -$16.7K ﹤0.01% 840
2023
Q2 		$56.9K Buy
3,385
+141
+4% +$2.27K ﹤0.01% 761
2023
Q1 		$53.2K Sell
3,244
-10
-0.3% -$178 ﹤0.01% 754
2022
Q4 		$58.5K Buy
3,254
+39
+1% +$667 ﹤0.01% 710
2022
Q3 		$44K Sell
3,215
-340
-10% -$5.73K ﹤0.01% 753
2022
Q2 		$57.3K Sell
3,555
-214
-6% -$4.05K ﹤0.01% 703
2022
Q1 		$86.9K Buy
3,769
+405
+12% +$8.98K ﹤0.01% 660
2021
Q4 		$77.4K Sell
3,364
-1,647
-33% -$40.1K ﹤0.01% 678
2021
Q3 		$121K Sell
5,011
-271
-5% -$6.78K 0.01% 603
2021
Q2 		$141K Sell
5,282
-11
-0.2% -$300 0.01% 567
2021
Q1 		$133K Sell
5,293
-3,294
-38% -$73.9K 0.01% 557
2020
Q4 		$150K Buy
8,587
+869
+11% +$13.4K 0.01% 517
2020
Q3 		$88.1K Sell
7,718
-794
-9% -$8.41K ﹤0.01% 541
2020
Q2 		$91.6K Sell
8,512
-76,472
-90% -$686K 0.01% 529
2020
Q1 		$772K Buy
84,984
+1,825
+2% +$27.7K 0.06% 261
2019
Q4 		$1.5M Buy
+83,159
New +$1.42M 0.09% 215

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

TD Private Client Wealth's IVZ Position: Q2 2026 in Review

TD Private Client Wealth increased its Invesco (IVZ) stake by 2.2% in Q2 2026, buying an estimated $1.86K and bringing the position to 3,281 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

TD Private Client Wealth first reported a position in IVZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q4 2019. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • TD Private Client Wealth held 3,281 shares of Invesco worth $86.6K as of Q2 2026.
  • TD Private Client Wealth bought 70 Invesco shares in Q2 2026, an estimated $1.86K.
  • Invesco made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #794 holding.
  • TD Private Client Wealth first reported a position in Invesco in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Invesco position peaked at $1.5M in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.