Back to IVZ
Briaud Financial Planning Inc → IVZ
Briaud Financial Planning Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$349K
Q3 2026
Peak value
$48.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36.4M |
| Q3 2025 | $318K |
| Q4 2025 | $36.7M |
| Q4 2025 | $321K |
| Q1 2026 | $48.6M |
| Q1 2026 | $322K |
| Q2 2026 | $26.6M |
| Q2 2026 | $358K |
| Q3 2026 | $47.6M |
| Q3 2026 | $349K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $349K | 1.7K | — | — |
| Q3 2026 | $47.6M | 2.47M | — | — |
| Q2 2026 | $358K | 1.7K | — | — |
| Q2 2026 | $26.6M | 1.67M | — | — |
| Q1 2026 | $322K | 1.7K | — | — |
| Q1 2026 | $48.6M | 2.81M | — | — |
| Q4 2025 | $321K | 1.7K | — | — |
| Q4 2025 | $36.7M | 2.77M | — | — |
| Q3 2025 | $318K | 1.7K | — | — |
| Q3 2025 | $36.4M | 2.71M | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B