West Paces Advisors’s Invesco IVZ Stock Holding History

West Paces Advisors’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	$4.7K	Buy	+178	New	+$4.72K	﹤0.01%	461
2020 Q1	–	Sell	-180	Closed	-$3.24K	–	466
2019 Q4	$3.24K	Sell	180 -80	-31%	-$1.36K	﹤0.01%	433
2019 Q3	$4.4K	Sell	260 -65	-20%	-$1.15K	﹤0.01%	394
2019 Q2	$6.65K	Hold	325	–	–	﹤0.01%	353
2019 Q1	$6.28K	Sell	325 -84	-21%	-$1.57K	﹤0.01%	365
2018 Q4	$6.85K	Hold	409	–	–	0.01%	348
2018 Q3	$9.36K	Hold	409	–	–	0.01%	324
2018 Q2	$10.9K	Buy	409 +39	+11%	+$1.12K	0.01%	321
2018 Q1	$11.8K	Hold	370	–	–	0.01%	301
2017 Q4	$13.5K	Hold	370	–	–	0.01%	305
2017 Q3	$13K	Hold	370	–	–	0.01%	308
2017 Q2	$13K	Hold	370	–	–	0.01%	301
2017 Q1	$11.3K	Hold	370	–	–	0.01%	313
2016 Q4	$11.2K	Buy	+370	New	+$11.4K	0.01%	321

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Paces Advisors's IVZ Position: Q2 2026 in Review

West Paces Advisors opened a new position in Invesco (IVZ) in Q2 2026: 178 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in IVZ as recently as Q4 2019.

West Paces Advisors first reported a position in IVZ in Q4 2016 and has held it in 14 quarters since. The position peaked at $13.5K in Q4 2017. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

West Paces Advisors held 178 shares of Invesco worth $4.7K as of Q2 2026.
Invesco was a new West Paces Advisors position in Q2 2026.
Invesco made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #461 holding.
West Paces Advisors first reported a position in Invesco in Q4 2016 and has held it in 14 quarters since.
West Paces Advisors's Invesco position peaked at $13.5K in Q4 2017.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.