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

0.027%

12M weight contribution

-0.012 pp

3M weight contribution

-0.005 pp

12M price return

-32.7%

Share of matched S&P 500 members

Monthly observations through Aug 2022

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 2022	$7.5bn	0.027%	-0.012 pp	-32.7%	No
Jul 2022	$8.1bn	0.028%	-0.011 pp	-25.0%	No
Jun 2022	$7.3bn	0.029%	-0.015 pp	-37.8%	No
May 2022	$8.8bn	0.032%	-0.015 pp	-30.1%	No
Apr 2022	$8.4bn	0.030%	-0.015 pp	-30.1%	No
Mar 2022	$10.6bn	0.036%	+0.013 pp	-6.1%	Yes
Feb 2022	$9.8bn	0.034%	+0.013 pp	-2.7%	No
Jan 2022	$10.5bn	0.035%	+0.012 pp	+13.0%	No
Dec 2021	$10.6bn	0.034%	+0.002 pp	+35.6%	No
Nov 2021	$10.3bn	0.035%	+0.003 pp	+41.2%	No
Oct 2021	$11.7bn	0.039%	+0.011 pp	+99.7%	No
Sep 2021	$11.1bn	0.039%	+0.039 pp	+117.7%	No
Aug 2021	$11.7bn	0.039%	+0.039 pp	+155.8%	No
Jul 2021	$11.2bn	0.039%	+0.039 pp	+152.0%	Yes
Jun 2021	$12.3bn	0.044%	+0.044 pp	+157.8%	Yes
May 2021	$13.2bn	0.047%	+0.047 pp	+271.5%	Yes
Apr 2021	$12.5bn	0.045%	+0.023 pp	+229.8%	Yes
Mar 2021	$11.6bn	0.023%	+0.023 pp	+192.4%	No
Feb 2021	$10.3bn	0.021%	+0.021 pp	+63.9%	No
Jan 2021	$9.5bn	0.023%	-0.016 pp	+26.5%	Yes
Dec 2020	$8.0bn	0.032%	-0.008 pp	+3.1%	Yes
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

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.