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Aspect Partners, LLC → IVZ

Aspect Partners, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
21
Latest value
$341K
Q3 2026
Peak value
$12M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.8M
Q3 2025$216K
Q3 2025$279K
Q3 2025$64K
Q3 2025$293K
Q4 2025$6.2M
Q4 2025$283K
Q4 2025$72K
Q4 2025$304K
Q1 2026$12M
Q1 2026$277K
Q1 2026$86K
Q1 2026$305K
Q2 2026$10.4M
Q2 2026$300K
Q2 2026$171K
Q2 2026$339K
Q3 2026$11.1M
Q3 2026$303K
Q3 2026$139K
Q3 2026$341K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$341K2.7K——
Q3 2026$139K912——
Q3 2026$303K2.1K——
Q3 2026$11.1M572.7K——
Q2 2026$339K2.7K——
Q2 2026$171K912——
Q2 2026$300K2.1K——
Q2 2026$10.4M656.5K——
Q1 2026$305K2.7K——
Q1 2026$86K912——
Q1 2026$277K2.1K——
Q1 2026$12M692.0K——
Q4 2025$304K2.7K——
Q4 2025$72K912——
Q4 2025$283K2.1K——
Q4 2025$6.2M465.0K——
Q3 2025$293K2.7K——
Q3 2025$64K912——
Q3 2025$279K2.1K——
Q3 2025$216K3.0K——
Q3 2025$6.8M503.4K——

Other funds holding IVZ

Other Aspect Partners, LLC positions

SPY

STATE STREET SPDR S&P 500 ETF

$44.8M
SPY

STATE STREET SPDR S&P 500 ETF

$35.9M
SPY

SPDR S&P 500 ETF TRUST

$31.3M
VGES

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$28M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$27.7M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$25.1M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$23M
SPY

SPDR S&P 500 ETF TRUST

$20.6M