Wealthfront Advisers’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.28M | Sell |
86,439
-937
| -1% | -$24.8K | ﹤0.01% | 590 |
|
|
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
Wealthfront Advisers's IVZ Position: Q2 2026 in Review
Wealthfront Advisers reduced its Invesco (IVZ) stake by 1.1% in Q2 2026, selling an estimated $24.8K and leaving 86,439 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #590.
Wealthfront Advisers first reported a position in IVZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.42M in Q2 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Wealthfront Advisers held 86,439 shares of Invesco worth $2.28M as of Q2 2026.
- Wealthfront Advisers sold 937 Invesco shares in Q2 2026, an estimated $24.8K.
- Invesco made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #590 holding.
- Wealthfront Advisers first reported a position in Invesco in Q4 2018 and has held it in 31 quarters since.
- Wealthfront Advisers's Invesco position peaked at $4.42M in Q2 2021.
- 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.