WA
IVZ icon

Whipplewood Advisors’s Invesco IVZ Stock Holding History

Whipplewood 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 		$1.29K Sell
49
-117
-70% -$3.1K ﹤0.01% 507
2026
Q1 		$4.03K Buy
+166
New +$4.34K ﹤0.01% 654
2025
Q3 		– Sell
-381
Closed -$6.01K – 742
2025
Q2 		$6.01K Sell
381
-59,138
-99% -$849K ﹤0.01% 659
2025
Q1 		$3.87K Buy
59,519
+59,280
+24,803% +$1.01M ﹤0.01% 752
2024
Q4 		$4.18K Buy
+239
New +$4.26K ﹤0.01% 731

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whipplewood Advisors's IVZ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Invesco (IVZ) stake by 70% in Q2 2026, selling an estimated $3.1K and leaving 49 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Whipplewood Advisors first reported a position in IVZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.01K in Q2 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Whipplewood Advisors held 49 shares of Invesco worth $1.29K as of Q2 2026.
  • Whipplewood Advisors sold 117 Invesco shares in Q2 2026, an estimated $3.1K.
  • Invesco made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #507 holding.
  • Whipplewood Advisors first reported a position in Invesco in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Invesco position peaked at $6.01K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.