Back to IVZ
Carroll Advisory Group, LLC → IVZ
Carroll Advisory Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$25.1M
Q3 2026
Peak value
$25.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.1M |
| Q1 2026 | $20.5M |
| Q2 2026 | $25.1M |
| Q2 2026 | $56K |
| Q3 2026 | $55K |
| Q3 2026 | $25.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.1M | 120.7K | — | — |
| Q3 2026 | $55K | 264 | — | — |
| Q2 2026 | $56K | 262 | — | — |
| Q2 2026 | $25.1M | 118.1K | — | — |
| Q1 2026 | $20.5M | 106.8K | — | — |
| Q4 2025 | $18.1M | 94.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B