Back to IVZ
BROWN WEALTH MANAGEMENT, LLC → IVZ
BROWN WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$1M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1M |
| Q1 2026 | $779K |
| Q1 2026 | $1.1M |
| Q2 2026 | $952K |
| Q2 2026 | $1.1M |
| Q3 2026 | $6.3M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 14.7K | — | — |
| Q3 2026 | $6.3M | 30.5K | — | — |
| Q2 2026 | $1.1M | 14.7K | — | — |
| Q2 2026 | $952K | 4.5K | — | — |
| Q1 2026 | $1.1M | 14.6K | — | — |
| Q1 2026 | $779K | 4.1K | — | — |
| Q4 2025 | $1M | 14.6K | — | — |
| Q3 2025 | $1.1M | 14.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B