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Caldwell Trust Co IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
34
Latest value
$105K
Q3 2026
Peak value
$17.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $149K |
| Q4 2025 | $31K |
| Q4 2025 | $14.3M |
| Q4 2025 | $12K |
| Q4 2025 | $91K |
| Q1 2026 | $156K |
| Q1 2026 | $14K |
| Q1 2026 | $31K |
| Q1 2026 | $15M |
| Q1 2026 | $505K |
| Q1 2026 | $12K |
| Q1 2026 | $84K |
| Q2 2026 | $11K |
| Q2 2026 | $184K |
| Q2 2026 | $18K |
| Q2 2026 | $45K |
| Q2 2026 | $17.3M |
| Q2 2026 | $13K |
| Q2 2026 | $521K |
| Q2 2026 | $12K |
| Q2 2026 | $92K |
| Q3 2026 | $169K |
| Q3 2026 | $31K |
| Q3 2026 | $15K |
| Q3 2026 | $45K |
| Q3 2026 | $17.6M |
| Q3 2026 | $392K |
| Q3 2026 | $10K |
| Q3 2026 | $42K |
| Q3 2026 | $21K |
| Q3 2026 | $32K |
| Q3 2026 | $495K |
| Q3 2026 | $12K |
| Q3 2026 | $105K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $105K | 3.5K | — | — |
| Q3 2026 | $12K | 500 | — | — |
| Q3 2026 | $495K | 19.5K | — | — |
| Q3 2026 | $32K | 250 | — | — |
| Q3 2026 | $21K | 152 | — | — |
| Q3 2026 | $42K | 276 | — | — |
| Q3 2026 | $10K | 67 | — | — |
| Q3 2026 | $392K | 2.7K | — | — |
| Q3 2026 | $17.6M | 84.6K | — | — |
| Q3 2026 | $45K | 690 | — | — |
| Q3 2026 | $15K | 135 | — | — |
| Q3 2026 | $31K | 488 | — | — |
| Q3 2026 | $169K | 2.9K | — | — |
| Q2 2026 | $92K | 3.5K | — | — |
| Q2 2026 | $12K | 500 | — | — |
| Q2 2026 | $521K | 19.4K | — | — |
| Q2 2026 | $13K | 67 | — | — |
| Q2 2026 | $17.3M | 81.3K | — | — |
| Q2 2026 | $45K | 690 | — | — |
| Q2 2026 | $18K | 155 | — | — |
| Q2 2026 | $184K | 2.9K | — | — |
| Q2 2026 | $11K | 60 | — | — |
| Q1 2026 | $84K | 3.5K | — | — |
| Q1 2026 | $12K | 500 | — | — |
| Q1 2026 | $505K | 18.7K | — | — |
| Q1 2026 | $15M | 78.4K | — | — |
| Q1 2026 | $31K | 690 | — | — |
| Q1 2026 | $14K | 135 | — | — |
| Q1 2026 | $156K | 2.9K | — | — |
| Q4 2025 | $91K | 3.5K | — | — |
| Q4 2025 | $12K | 500 | — | — |
| Q4 2025 | $14.3M | 74.5K | — | — |
| Q4 2025 | $31K | 690 | — | — |
| Q4 2025 | $149K | 2.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B