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
0.013%
12M weight contribution
-0.005 pp
3M weight contribution
-0.008 pp
12M price return
-6.1%
Share of matched S&P 500 members
Monthly observations through Jun 2024
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 |
|---|---|---|---|---|---|
| Jun 2024 | $6.7bn | 0.013% | -0.005 pp | -6.1% | No |
| May 2024 | $7.1bn | 0.014% | -0.003 pp | +15.2% | No |
| Apr 2024 | $6.4bn | 0.018% | -0.008 pp | -12.8% | No |
| Mar 2024 | $7.5bn | 0.021% | -0.005 pp | +6.6% | No |
| Feb 2024 | $6.9bn | 0.020% | -0.008 pp | -8.0% | No |
| Jan 2024 | $7.1bn | 0.021% | -0.008 pp | -10.2% | No |
| Dec 2023 | $8.0bn | 0.024% | -0.006 pp | +4.2% | Yes |
| Nov 2023 | $6.4bn | 0.020% | -0.009 pp | -21.6% | Yes |
| Oct 2023 | $5.8bn | 0.020% | -0.005 pp | -11.4% | Yes |
| Sep 2023 | $6.5bn | 0.022% | -0.003 pp | +10.9% | Yes |
| Aug 2023 | $7.1bn | 0.023% | -0.004 pp | +1.2% | Yes |
| Jul 2023 | $7.7bn | 0.017% | -0.011 pp | -1.1% | No |
| Jun 2023 | $7.7bn | 0.018% | -0.011 pp | +8.9% | No |
| May 2023 | $6.6bn | 0.016% | -0.015 pp | -22.3% | No |
| Apr 2023 | $7.8bn | 0.026% | -0.004 pp | -2.8% | No |
| Mar 2023 | $7.5bn | 0.025% | -0.010 pp | -25.8% | No |
| Feb 2023 | $8.0bn | 0.028% | -0.006 pp | -13.3% | Yes |
| Jan 2023 | $8.4bn | 0.029% | -0.006 pp | -15.0% | Yes |
| Dec 2022 | $8.2bn | 0.030% | -0.004 pp | -18.7% | Yes |
| Nov 2022 | $8.7bn | 0.029% | -0.005 pp | -11.0% | Yes |
| Oct 2022 | $7.0bn | 0.025% | -0.014 pp | -37.6% | No |
| Sep 2022 | $6.2bn | 0.024% | -0.015 pp | -41.2% | No |
| Aug 2022 | $7.5bn | 0.027% | -0.012 pp | -32.7% | No |
| Jul 2022 | $8.1bn | 0.028% | -0.011 pp | -25.0% | 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.