Back to IVZ
Ascent Wealth Partners, LLC → IVZ
Ascent Wealth Partners, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$26.5M
Q3 2026
Peak value
$26.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19.5M |
| Q1 2026 | $428K |
| Q1 2026 | $22M |
| Q2 2026 | $377K |
| Q2 2026 | $26.5M |
| Q3 2026 | $391K |
| Q3 2026 | $26.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.5M | 127.2K | — | — |
| Q3 2026 | $391K | 6.2K | — | — |
| Q2 2026 | $26.5M | 124.5K | — | — |
| Q2 2026 | $377K | 6.2K | — | — |
| Q1 2026 | $22M | 114.7K | — | — |
| Q1 2026 | $428K | 7.8K | — | — |
| Q4 2025 | $19.5M | 101.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B