XT
IVZ icon

XTX Topco’s Invesco IVZ Stock Holding History

XTX Topco’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 		– Sell
-15,901
Closed -$418K – 4076
2025
Q4 		$418K Buy
+15,901
New +$388K 0.01% 1777
2025
Q2 		– Sell
-14,868
Closed -$226K – 2761
2025
Q1 		$226K Buy
14,868
+4,176
+39% +$71.3K 0.01% 1615
2024
Q4 		$187K Sell
10,692
-35,014
-77% -$624K 0.02% 1584
2024
Q3 		$803K Buy
45,706
+2,476
+6% +$40.7K 0.06% 529
2024
Q2 		$647K Buy
43,230
+1,442
+3% +$22.2K 0.06% 535
2024
Q1 		$693K Buy
+41,788
New +$674K 0.09% 308
2023
Q2 		– Sell
-11,813
Closed -$194K – 1615
2023
Q1 		$194K Buy
+11,813
New +$211K 0.04% 972
2021
Q3 		– Sell
-17,827
Closed -$477K – 860
2021
Q2 		$477K Buy
+17,827
New +$486K 0.16% 185

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B 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