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Trust Company of Vermont’s Invesco IVZ Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$17.2K Buy
655
+450
+220% +$11K ﹤0.01% 774
2025
Q3 		$4.7K Buy
+205
New +$4.25K ﹤0.01% 933
2019
Q1 		– Sell
-88
Closed -$1K – 998
2018
Q4 		$1K Sell
88
-88
-50% -$1.76K ﹤0.01% 957
2018
Q3 		$4K Sell
176
-288
-62% -$7.2K ﹤0.01% 943
2018
Q2 		$12K Buy
464
+435
+1,500% +$12.5K ﹤0.01% 796
2018
Q1 		$1K Sell
29
-100
-78% -$3.45K ﹤0.01% 936
2017
Q4 		$5K Buy
129
+29
+29% +$1.05K ﹤0.01% 840
2017
Q3 		$4K Hold
100
– – ﹤0.01% 830
2017
Q2 		$4K Hold
100
– – ﹤0.01% 849
2017
Q1 		$3K Sell
100
-700
-88% -$21.9K ﹤0.01% 813
2016
Q4 		$24K Buy
800
+259
+48% +$7.96K ﹤0.01% 583
2016
Q3 		$17K Buy
541
+185
+52% +$5.44K ﹤0.01% 591
2016
Q2 		$9K Hold
356
– – ﹤0.01% 626
2016
Q1 		$11K Sell
356
-100
-22% -$2.88K ﹤0.01% 587
2015
Q4 		$15K Hold
456
– – ﹤0.01% 576
2015
Q3 		$14K Hold
456
– – ﹤0.01% 584
2015
Q2 		$17K Buy
456
+206
+82% +$8.25K ﹤0.01% 579
2015
Q1 		$10K Hold
250
– – ﹤0.01% 630
2014
Q4 		$10K Hold
250
– – ﹤0.01% 634
2014
Q3 		$10K Hold
250
– – ﹤0.01% 639
2014
Q2 		$9K Buy
250
+200
+400% +$7.24K ﹤0.01% 644
2014
Q1 		$2K Hold
50
– – ﹤0.01% 714
2013
Q4 		$2K Buy
+50
New +$1.7K ﹤0.01% 694

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's IVZ Position: Q4 2025 in Review

Trust Company of Vermont increased its Invesco (IVZ) stake by 220% in Q4 2025, buying an estimated $11K and bringing the position to 655 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Trust Company of Vermont first reported a position in IVZ in Q4 2013 and has held it in 23 quarters since. The position peaked at $24K in Q4 2016. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Trust Company of Vermont held 655 shares of Invesco worth $17.2K as of Q4 2025.
  • Trust Company of Vermont bought 450 Invesco shares in Q4 2025, an estimated $11K.
  • Invesco made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #774 holding.
  • Trust Company of Vermont first reported a position in Invesco in Q4 2013 and has held it in 23 quarters since.
  • Trust Company of Vermont's Invesco position peaked at $24K in Q4 2016.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.