Back to IVZ
A4 Wealth Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$874K
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $312K |
| Q3 2025 | $818K |
| Q4 2025 | $213K |
| Q4 2025 | $2.6M |
| Q4 2025 | $321K |
| Q1 2026 | $291K |
| Q1 2026 | $3.3M |
| Q1 2026 | $1.7M |
| Q2 2026 | $368K |
| Q2 2026 | $4.2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $362K |
| Q3 2026 | $874K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $874K | 40.9K | — | — |
| Q3 2026 | $362K | 5.7K | — | — |
| Q2 2026 | $1.3M | 54.7K | — | — |
| Q2 2026 | $4.2M | 26.0K | — | — |
| Q2 2026 | $368K | 6.0K | — | — |
| Q1 2026 | $1.7M | 73.4K | — | — |
| Q1 2026 | $3.3M | 29.1K | — | — |
| Q1 2026 | $291K | 5.3K | — | — |
| Q4 2025 | $321K | 13.9K | — | — |
| Q4 2025 | $2.6M | 21.7K | — | — |
| Q4 2025 | $213K | 4.2K | — | — |
| Q3 2025 | $818K | 6.8K | — | — |
| Q3 2025 | $312K | 6.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B