Back to IVZ
Berkshire Money Management, Inc. → IVZ
Berkshire Money Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$457K
Q3 2026
Peak value
$66.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $57.3M |
| Q4 2025 | $14.6M |
| Q4 2025 | $470K |
| Q1 2026 | $58.8M |
| Q1 2026 | $13.6M |
| Q2 2026 | $66.2M |
| Q2 2026 | $23.4M |
| Q3 2026 | $66.5M |
| Q3 2026 | $3.4M |
| Q3 2026 | $457K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $457K | 6.5K | — | — |
| Q3 2026 | $3.4M | 33.4K | — | — |
| Q3 2026 | $66.5M | 319.5K | — | — |
| Q2 2026 | $23.4M | 224.3K | — | — |
| Q2 2026 | $66.2M | 311.3K | — | — |
| Q1 2026 | $13.6M | 234.6K | — | — |
| Q1 2026 | $58.8M | 306.4K | — | — |
| Q4 2025 | $470K | 6.6K | — | — |
| Q4 2025 | $14.6M | 245.6K | — | — |
| Q4 2025 | $57.3M | 299.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B