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
-0.008 pp
3M weight contribution
+0.032 pp
12M price return
-1.7%
Share of matched S&P 500 members
Monthly observations through Nov 2020
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 |
|---|---|---|---|---|---|
| Nov 2020 | $7.5bn | 0.032% | -0.008 pp | -1.7% | Yes |
| Oct 2020 | $6.0bn | 0.029% | -0.011 pp | -16.6% | Yes |
| Sep 2020 | $5.2bn | 0.000% | -0.042 pp | -27.9% | No |
| Aug 2020 | $4.7bn | 0.000% | -0.040 pp | -30.5% | No |
| Jul 2020 | $4.6bn | 0.000% | -0.048 pp | -43.7% | No |
| Jun 2020 | $4.9bn | 0.000% | -0.044 pp | -43.4% | No |
| May 2020 | $3.7bn | 0.000% | -0.046 pp | -56.1% | No |
| Apr 2020 | $4.0bn | 0.022% | -0.027 pp | -58.0% | No |
| Mar 2020 | $4.1bn | 0.000% | -0.044 pp | -49.7% | No |
| Feb 2020 | $6.5bn | 0.000% | -0.045 pp | -20.4% | No |
| Jan 2020 | $7.9bn | 0.039% | +0.014 pp | +1.6% | No |
| Dec 2019 | $8.2bn | 0.040% | +0.015 pp | +14.9% | No |
| Nov 2019 | $8.0bn | 0.040% | +0.012 pp | -7.7% | No |
| Oct 2019 | $7.6bn | 0.040% | +0.010 pp | -17.4% | No |
| Sep 2019 | $8.0bn | 0.042% | +0.012 pp | -21.1% | No |
| Aug 2019 | $7.4bn | 0.040% | +0.008 pp | -30.5% | No |
| Jul 2019 | $9.0bn | 0.048% | -0.017 pp | -24.7% | Yes |
| Jun 2019 | $8.2bn | 0.044% | -0.022 pp | -18.5% | Yes |
| May 2019 | $7.8bn | 0.046% | -0.022 pp | -24.3% | Yes |
| Apr 2019 | $8.8bn | 0.049% | -0.024 pp | -20.0% | Yes |
| Mar 2019 | $7.7bn | 0.044% | -0.036 pp | -36.4% | Yes |
| Feb 2019 | $7.7bn | 0.045% | -0.035 pp | -37.3% | Yes |
| Jan 2019 | $7.5bn | 0.025% | -0.059 pp | -47.2% | No |
| Dec 2018 | $6.9bn | 0.025% | -0.059 pp | -51.5% | 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.