Back to IVZ
Alpine Bank Wealth Management → IVZ
Alpine Bank Wealth Management IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$954K
Q3 2026
Peak value
$101.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $101.3M |
| Q3 2025 | $2.1M |
| Q4 2025 | $99.2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $86.8M |
| Q1 2026 | $2M |
| Q1 2026 | $798K |
| Q2 2026 | $76.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $974K |
| Q3 2026 | $73.3M |
| Q3 2026 | $2.2M |
| Q3 2026 | $954K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $954K | 40.2K | — | — |
| Q3 2026 | $2.2M | 14.7K | — | — |
| Q3 2026 | $73.3M | 483.3K | — | — |
| Q2 2026 | $974K | 40.1K | — | — |
| Q2 2026 | $2.5M | 15.5K | — | — |
| Q2 2026 | $76.8M | 475.5K | — | — |
| Q1 2026 | $798K | 33.3K | — | — |
| Q1 2026 | $2M | 17.9K | — | — |
| Q1 2026 | $86.8M | 773.8K | — | — |
| Q4 2025 | $2.2M | 18.0K | — | — |
| Q4 2025 | $99.2M | 831.0K | — | — |
| Q3 2025 | $2.1M | 17.5K | — | — |
| Q3 2025 | $101.3M | 837.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
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$44.5MWisdomTree ETF Equity Gold S