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
0.023%
12M weight contribution
+0.005 pp
3M weight contribution
+0.002 pp
12M price return
+56.9%
Share of matched S&P 500 members
Monthly observations through Dec 2025
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 |
|---|---|---|---|---|---|
| Dec 2025 | $11.7bn | 0.023% | +0.005 pp | +56.9% | Yes |
| Nov 2025 | $10.9bn | 0.021% | +0.003 pp | +41.1% | Yes |
| Oct 2025 | $10.6bn | 0.021% | +0.002 pp | +43.1% | Yes |
| Sep 2025 | $10.2bn | 0.020% | +0.002 pp | +36.8% | Yes |
| Aug 2025 | $9.8bn | 0.020% | +0.002 pp | +34.1% | Yes |
| Jul 2025 | $9.4bn | 0.020% | +0.006 pp | +27.8% | Yes |
| Jun 2025 | $7.1bn | 0.015% | +0.003 pp | +10.7% | No |
| May 2025 | $6.5bn | 0.015% | +0.001 pp | -3.4% | No |
| Apr 2025 | $6.2bn | 0.015% | -0.003 pp | +3.2% | No |
| Mar 2025 | $6.8bn | 0.016% | -0.005 pp | -4.0% | No |
| Feb 2025 | $7.8bn | 0.017% | -0.002 pp | +18.4% | No |
| Jan 2025 | $8.6bn | 0.019% | -0.002 pp | +27.7% | Yes |
| Dec 2024 | $7.9bn | 0.018% | -0.006 pp | +3.0% | Yes |
| Nov 2024 | $8.1bn | 0.018% | -0.002 pp | +33.3% | Yes |
| Oct 2024 | $7.8bn | 0.018% | -0.002 pp | +41.1% | Yes |
| Sep 2024 | $7.9bn | 0.018% | -0.003 pp | +27.6% | Yes |
| Aug 2024 | $7.7bn | 0.019% | -0.004 pp | +13.3% | Yes |
| Jul 2024 | $7.8bn | 0.014% | -0.003 pp | +8.4% | No |
| 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 |
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.