Back to IVZ
Ballast, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$13.3M
Q3 2026
Peak value
$23.1M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $16.1M |
| Q2 2025 | $14.5M |
| Q3 2025 | $17.4M |
| Q3 2025 | $15.1M |
| Q4 2025 | $18.3M |
| Q4 2025 | $12.1M |
| Q1 2026 | $18.7M |
| Q1 2026 | $12.5M |
| Q2 2026 | $21.3M |
| Q2 2026 | $13M |
| Q3 2026 | $23.1M |
| Q3 2026 | $13.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.3M | 188.2K | — | — |
| Q3 2026 | $23.1M | 111.2K | — | — |
| Q2 2026 | $13M | 173.4K | — | — |
| Q2 2026 | $21.3M | 99.9K | — | — |
| Q1 2026 | $12.5M | 170.9K | — | — |
| Q1 2026 | $18.7M | 97.3K | — | — |
| Q4 2025 | $12.1M | 169.1K | — | — |
| Q4 2025 | $18.3M | 95.3K | — | — |
| Q3 2025 | $15.1M | 205.0K | — | — |
| Q3 2025 | $17.4M | 91.7K | — | — |
| Q2 2025 | $14.5M | 198.4K | — | — |
| Q2 2025 | $16.1M | 88.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B