Back to IVZ
Berkeley, Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.8M |
| Q4 2025 | $6M |
| Q1 2026 | $6.3M |
| Q2 2026 | $7M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 62.5K | — | — |
| Q2 2026 | $7M | 61.8K | — | — |
| Q1 2026 | $6.3M | 61.4K | — | — |
| Q4 2025 | $6M | 58.3K | — | — |
| Q3 2025 | $6.8M | 65.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B