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Bell Investment Advisors, Inc → IVZ

Bell Investment Advisors, Inc IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
16
Latest value
$11.9M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.2M
Q3 2025$283K
Q3 2025$12.1M
Q4 2025$2.3M
Q4 2025$279K
Q4 2025$11.6M
Q1 2026$2.4M
Q1 2026$263K
Q1 2026$11.5M
Q1 2026$462
Q2 2026$2.7M
Q2 2026$380K
Q2 2026$12.6M
Q3 2026$2.7M
Q3 2026$357K
Q3 2026$11.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.9M169.4K——
Q3 2026$357K2.4K——
Q3 2026$2.7M50.2K——
Q2 2026$12.6M167.7K——
Q2 2026$380K2.4K——
Q2 2026$2.7M49.5K——
Q1 2026$46219——
Q1 2026$11.5M157.1K——
Q1 2026$263K2.3K——
Q1 2026$2.4M49.6K——
Q4 2025$11.6M163.0K——
Q4 2025$279K2.3K——
Q4 2025$2.3M48.2K——
Q3 2025$12.1M164.0K——
Q3 2025$283K2.3K——
Q3 2025$2.2M49.4K——

Other funds holding IVZ

Other Bell Investment Advisors, Inc positions

SCHW-PJ

SCHWAB STRATEGIC TR

$70.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$68.5M
GS-PD

GOLDMAN SACHS ETF TR

$66.3M
GS-PD

GOLDMAN SACHS ETF TR

$64.5M
GS-PD

GOLDMAN SACHS ETF TR

$64.2M
GS-PD

GOLDMAN SACHS ETF TR

$63.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$60.7M
GS-PD

GOLDMAN SACHS ETF TR

$60.5M