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IVZ icon

WealthCollab’s Invesco IVZ Stock Holding History

WealthCollab’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 		$5.71K Hold
235
– – ﹤0.01% 657
2025
Q4 		$6.17K Hold
235
– – ﹤0.01% 677
2025
Q3 		$5.39K Hold
235
– – ﹤0.01% 662
2025
Q2 		$3.71K Hold
235
– – ﹤0.01% 699
2025
Q1 		$3.56K Buy
235
+56
+31% +$956 ﹤0.01% 685
2024
Q4 		$3.13K Hold
179
– – ﹤0.01% 677
2024
Q3 		$3.14K Hold
179
– – ﹤0.01% 702
2024
Q2 		$2.68K Hold
179
– – ﹤0.01% 710
2024
Q1 		$2.97K Hold
179
– – ﹤0.01% 692
2023
Q4 		$3.19K Buy
+179
New +$2.58K ﹤0.01% 660

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

WealthCollab's IVZ Position: Q1 2026 in Review

WealthCollab held its Invesco (IVZ) position steady in Q1 2026 at 235 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

WealthCollab first reported a position in IVZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.17K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • WealthCollab held 235 shares of Invesco worth $5.71K as of Q1 2026.
  • WealthCollab left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #657 holding.
  • WealthCollab first reported a position in Invesco in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Invesco position peaked at $6.17K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

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