Observatory · observe first
Invesco
IVZ · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.
Historical time machine
Historical observation
20182026
Universe weight
0.032%
12M weight contribution
-0.052 pp
3M weight contribution
-0.036 pp
12M price return
-31.1%
Share of matched S&P 500 members
Monthly observations through Aug 2018
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Aug 2018 | $9.9bn | 0.032% | -0.052 pp | -31.1% | No |
| Jul 2018 | $11.1bn | 0.065% | -0.019 pp | -23.8% | No |
| Jun 2018 | $10.9bn | 0.066% | -0.018 pp | -25.0% | No |
| May 2018 | $11.2bn | 0.068% | -0.016 pp | -22.9% | No |
| Apr 2018 | $11.9bn | 0.073% | -0.011 pp | -19.1% | No |
| Mar 2018 | $13.0bn | 0.080% | -0.004 pp | -10.6% | No |
| Feb 2018 | $13.2bn | 0.079% | -0.004 pp | -9.1% | No |
| Jan 2018 | $14.7bn | 0.084% | +0.000 pp | +0.0% | No |
Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.