Back to IVZ
Acorn Wealth Advisors, LLC → IVZ
Acorn Wealth Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$1.4M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $692K |
| Q3 2025 | $4.8M |
| Q3 2025 | $1.9M |
| Q3 2025 | $1.1M |
| Q4 2025 | $707K |
| Q4 2025 | $4.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.2M |
| Q1 2026 | $703K |
| Q1 2026 | $3.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1M |
| Q2 2026 | $4.3M |
| Q2 2026 | $445K |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $265K |
| Q3 2026 | $1M |
| Q3 2026 | $4.2M |
| Q3 2026 | $435K |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 10.7K | — | — |
| Q3 2026 | $1.5M | 21.2K | — | — |
| Q3 2026 | $435K | 4.3K | — | — |
| Q3 2026 | $4.2M | 20.3K | — | — |
| Q3 2026 | $1M | 15.5K | — | — |
| Q2 2026 | $265K | 9.9K | — | — |
| Q2 2026 | $1.4M | 10.7K | — | — |
| Q2 2026 | $1.6M | 21.3K | — | — |
| Q2 2026 | $445K | 4.3K | — | — |
| Q2 2026 | $4.3M | 20.3K | — | — |
| Q2 2026 | $1M | 15.6K | — | — |
| Q1 2026 | $1.2M | 10.7K | — | — |
| Q1 2026 | $1.6M | 21.6K | — | — |
| Q1 2026 | $3.9M | 20.3K | — | — |
| Q1 2026 | $703K | 15.5K | — | — |
| Q4 2025 | $1.2M | 10.3K | — | — |
| Q4 2025 | $1.8M | 24.8K | — | — |
| Q4 2025 | $4.2M | 21.8K | — | — |
| Q4 2025 | $707K | 15.5K | — | — |
| Q3 2025 | $1.1M | 9.6K | — | — |
| Q3 2025 | $1.9M | 26.4K | — | — |
| Q3 2025 | $4.8M | 25.1K | — | — |
| Q3 2025 | $692K | 15.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B