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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
Q2 		$1.74K Hold
66
– – ﹤0.01% 704
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 $2.38B 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

Tidemark's IVZ Position: Q2 2026 in Review

Tidemark held its Invesco (IVZ) position steady in Q2 2026 at 66 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Tidemark first reported a position in IVZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.57K in Q1 2024. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Tidemark held 66 shares of Invesco worth $1.74K as of Q2 2026.
  • Tidemark left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #704 holding.
  • Tidemark first reported a position in Invesco in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's Invesco position peaked at $2.57K in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.