Back to IVZ
Carolina Wealth Management Inc → IVZ
Carolina Wealth Management Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$3.6M
Q3 2026
Peak value
$5.4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $1.7M |
| Q2 2026 | $432K |
| Q2 2026 | $3.1M |
| Q2 2026 | $5M |
| Q2 2026 | $743K |
| Q3 2026 | $278K |
| Q3 2026 | $432K |
| Q3 2026 | $2.9M |
| Q3 2026 | $5.4M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 24.0K | — | — |
| Q3 2026 | $5.4M | 48.2K | — | — |
| Q3 2026 | $2.9M | 20.1K | — | — |
| Q3 2026 | $432K | 3.4K | — | — |
| Q3 2026 | $278K | 4.4K | — | — |
| Q2 2026 | $743K | 4.6K | — | — |
| Q2 2026 | $5M | 44.1K | — | — |
| Q2 2026 | $3.1M | 18.0K | — | — |
| Q2 2026 | $432K | 3.3K | — | — |
| Q2 2026 | $1.7M | 27.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B