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IVZ icon

Tidemark’s Invesco IVZ Stock Holding History

Tidemark’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 		$1.6K Buy
66
+11
+20% +$288 ﹤0.01% 670
2025
Q4 		$1.45K Hold
55
– – ﹤0.01% 595
2025
Q3 		$1.26K Hold
55
– – ﹤0.01% 620
2025
Q2 		$867 Hold
55
– – ﹤0.01% 653
2025
Q1 		$834 Buy
+55
New +$939 ﹤0.01% 654
2024
Q4 		– Sell
-55
Closed -$966 – 655
2024
Q3 		$966 Hold
55
– – ﹤0.01% 576
2024
Q2 		$823 Sell
55
-100
-65% -$1.54K ﹤0.01% 574
2024
Q1 		$2.57K Buy
155
+55
+55% +$888 ﹤0.01% 583
2023
Q4 		$1.78K Buy
+100
New +$1.44K ﹤0.01% 608

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

Tidemark's IVZ Position: Q1 2026 in Review

Tidemark increased its Invesco (IVZ) stake by 20% in Q1 2026, buying an estimated $288 and bringing the position to 66 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Tidemark first reported a position in IVZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.57K in Q1 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Tidemark held 66 shares of Invesco worth $1.6K as of Q1 2026.
  • Tidemark bought 11 Invesco shares in Q1 2026, an estimated $288.
  • Invesco made up ﹤0.01% of Tidemark's portfolio in Q1 2026, its #670 holding.
  • Tidemark first reported a position in Invesco in Q4 2023 and has held it in 9 quarters since.
  • Tidemark's Invesco position peaked at $2.57K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.