WA
IVZ icon

WPG Advisers’s Invesco IVZ Stock Holding History

WPG 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
Q2 		$9.45K Sell
358
-38
-10% -$1.01K 0.01% 782
2026
Q1 		$9.62K Buy
396
+118
+42% +$3.09K 0.01% 686
2025
Q4 		$7.3K Sell
278
-135
-33% -$3.3K 0.01% 792
2025
Q3 		$9.47K Buy
413
+77
+23% +$1.6K 0.01% 708
2025
Q2 		$5.3K Buy
336
+276
+460% +$3.96K ﹤0.01% 863
2025
Q1 		$910 Hold
60
– – ﹤0.01% 1270
2024
Q4 		$1.05K Buy
+60
New +$1.07K ﹤0.01% 1217

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

WPG Advisers's IVZ Position: Q2 2026 in Review

WPG Advisers reduced its Invesco (IVZ) stake by 9.6% in Q2 2026, selling an estimated $1.01K and leaving 358 shares worth $9.45K. The position accounts for 0.01% of the portfolio, ranked #782.

WPG Advisers first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.62K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • WPG Advisers held 358 shares of Invesco worth $9.45K as of Q2 2026.
  • WPG Advisers sold 38 Invesco shares in Q2 2026, an estimated $1.01K.
  • Invesco made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #782 holding.
  • WPG Advisers first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Invesco position peaked at $9.62K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.