Wealthfront Advisers
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Wealthfront Advisers’s Invesco IVZ Stock Holding History

Wealthfront Advisers’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 		$2.12M Buy
87,376
+1,152
+1% +$30.1K ﹤0.01% 592
2025
Q4 		$2.27M Buy
86,224
+501
+0.6% +$12.2K 0.01% 575
2025
Q3 		$1.97M Buy
85,723
+474
+0.6% +$9.84K ﹤0.01% 588
2025
Q2 		$1.34M Sell
85,249
-1,754
-2% -$25.2K ﹤0.01% 632
2025
Q1 		$1.32M Sell
87,003
-615
-0.7% -$10.5K ﹤0.01% 611
2024
Q4 		$1.53M Buy
87,618
+1,424
+2% +$25.4K ﹤0.01% 583
2024
Q3 		$1.51M Sell
86,194
-1,900
-2% -$31.2K ﹤0.01% 560
2024
Q2 		$1.32M Sell
88,094
-3,850
-4% -$59.2K ﹤0.01% 569
2024
Q1 		$1.53M Sell
91,944
-2,065
-2% -$33.3K 0.01% 535
2023
Q4 		$1.68M Sell
94,009
-3,941
-4% -$56.9K 0.01% 499
2023
Q3 		$1.42M Sell
97,950
-2,324
-2% -$37.4K 0.01% 492
2023
Q2 		$1.69M Sell
100,274
-1,677
-2% -$27K 0.01% 453
2023
Q1 		$1.67M Sell
101,951
-2,577
-2% -$46K 0.01% 444
2022
Q4 		$1.88M Sell
104,528
-4,832
-4% -$82.6K 0.01% 415
2022
Q3 		$1.5M Sell
109,360
-14,649
-12% -$247K 0.01% 420
2022
Q2 		$2M Sell
124,009
-10,830
-8% -$205K 0.01% 384
2022
Q1 		$3.11M Sell
134,839
-7,945
-6% -$176K 0.01% 297
2021
Q4 		$3.29M Sell
142,784
-6,453
-4% -$157K 0.01% 285
2021
Q3 		$3.6M Sell
149,237
-16,188
-10% -$405K 0.02% 212
2021
Q2 		$4.42M Buy
165,425
+5,758
+4% +$157K 0.02% 150
2021
Q1 		$4.03M Buy
159,667
+2,737
+2% +$61.4K 0.02% 140
2020
Q4 		$2.73M Buy
156,930
+19,195
+14% +$295K 0.02% 167
2020
Q3 		$1.57M Buy
137,735
+41,782
+44% +$443K 0.01% 229
2020
Q2 		$1.03M Sell
95,953
-151,934
-61% -$1.36M 0.01% 307
2020
Q1 		$2.25M Buy
247,887
+147,730
+147% +$2.25M 0.02% 127
2019
Q4 		$1.8M Sell
100,157
-13,190
-12% -$225K 0.01% 204
2019
Q3 		$1.92M Sell
113,347
-14,957
-12% -$264K 0.02% 175
2019
Q2 		$2.63M Buy
128,304
+28,804
+29% +$598K 0.02% 125
2019
Q1 		$1.92M Sell
99,500
-10,122
-9% -$189K 0.02% 151
2018
Q4 		$1.83M Buy
+109,622
New +$2.19M 0.02% 135

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

Wealthfront Advisers's IVZ Position: Q1 2026 in Review

Wealthfront Advisers increased its Invesco (IVZ) stake by 1.3% in Q1 2026, buying an estimated $30.1K and bringing the position to 87,376 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Wealthfront Advisers first reported a position in IVZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.42M in Q2 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Wealthfront Advisers held 87,376 shares of Invesco worth $2.12M as of Q1 2026.
  • Wealthfront Advisers bought 1,152 Invesco shares in Q1 2026, an estimated $30.1K.
  • Invesco made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #592 holding.
  • Wealthfront Advisers first reported a position in Invesco in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's Invesco position peaked at $4.42M in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.