Back to IVZ
Able Wealth Management LLC → IVZ
Able Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$11.3M
Q3 2026
Peak value
$14.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.6M |
| Q3 2025 | $12.9M |
| Q4 2025 | $13.3M |
| Q4 2025 | $14.4M |
| Q1 2026 | $7.1M |
| Q1 2026 | $9.8M |
| Q2 2026 | $5.6M |
| Q2 2026 | $11.2M |
| Q3 2026 | $5.6M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 113.4K | — | — |
| Q3 2026 | $5.6M | 43.0K | — | — |
| Q2 2026 | $11.2M | 69.4K | — | — |
| Q2 2026 | $5.6M | 43.2K | — | — |
| Q1 2026 | $9.8M | 87.2K | — | — |
| Q1 2026 | $7.1M | 61.9K | — | — |
| Q4 2025 | $14.4M | 120.4K | — | — |
| Q4 2025 | $13.3M | 112.9K | — | — |
| Q3 2025 | $12.9M | 106.5K | — | — |
| Q3 2025 | $11.6M | 101.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B