Back to IVZ
Berbice Capital Management LLC → IVZ
Berbice Capital Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$5.3M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36K |
| Q3 2025 | $7.3M |
| Q4 2025 | $13K |
| Q4 2025 | $7.2M |
| Q1 2026 | $10K |
| Q1 2026 | $13K |
| Q1 2026 | $4M |
| Q2 2026 | $272K |
| Q2 2026 | $1M |
| Q2 2026 | $5.6M |
| Q3 2026 | $317K |
| Q3 2026 | $1.1M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 35.0K | — | — |
| Q3 2026 | $1.1M | 6.9K | — | — |
| Q3 2026 | $317K | 3.1K | — | — |
| Q2 2026 | $5.6M | 34.4K | — | — |
| Q2 2026 | $1M | 5.5K | — | — |
| Q2 2026 | $272K | 2.6K | — | — |
| Q1 2026 | $4M | 35.8K | — | — |
| Q1 2026 | $13K | 215 | — | — |
| Q1 2026 | $10K | 60 | — | — |
| Q4 2025 | $7.2M | 60.1K | — | — |
| Q4 2025 | $13K | 215 | — | — |
| Q3 2025 | $7.3M | 60.1K | — | — |
| Q3 2025 | $36K | 624 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B