Back to IVZ
BlueChip Wealth Advisors LLC → IVZ
BlueChip Wealth Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$8.9M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $443K |
| Q3 2025 | $4.8M |
| Q4 2025 | $377K |
| Q4 2025 | $5M |
| Q1 2026 | $274K |
| Q1 2026 | $7.8M |
| Q2 2026 | $307K |
| Q2 2026 | $9M |
| Q3 2026 | $307K |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 42.8K | — | — |
| Q3 2026 | $307K | 4.8K | — | — |
| Q2 2026 | $9M | 42.2K | — | — |
| Q2 2026 | $307K | 5.0K | — | — |
| Q1 2026 | $7.8M | 40.6K | — | — |
| Q1 2026 | $274K | 5.0K | — | — |
| Q4 2025 | $5M | 26.1K | — | — |
| Q4 2025 | $377K | 6.4K | — | — |
| Q3 2025 | $4.8M | 25.2K | — | — |
| Q3 2025 | $443K | 7.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B