Back to IVZ
Alliance Wealth Advisors, LLC /UT → IVZ
Alliance Wealth Advisors, LLC /UT IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$11.9M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $365K |
| Q4 2025 | $4.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $8.5M |
| Q2 2026 | $11.5M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 168.7K | — | — |
| Q2 2026 | $11.5M | 153.5K | — | — |
| Q1 2026 | $8.5M | 115.7K | — | — |
| Q1 2026 | $1.1M | 61.2K | — | — |
| Q4 2025 | $4.9M | 68.2K | — | — |
| Q3 2025 | $365K | 5.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B