Back to IVZ
Cherry Tree Wealth Management, LLC → IVZ
Cherry Tree Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
35
Latest value
$181K
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q3 2025 | $72K |
| Q3 2025 | $5.8M |
| Q3 2025 | $221K |
| Q3 2025 | $5.2M |
| Q3 2025 | $38K |
| Q3 2025 | $1.9M |
| Q4 2025 | $3K |
| Q4 2025 | $71K |
| Q4 2025 | $6.3M |
| Q4 2025 | $229K |
| Q4 2025 | $4.8M |
| Q4 2025 | $39K |
| Q4 2025 | $1.2M |
| Q1 2026 | $3K |
| Q1 2026 | $67K |
| Q1 2026 | $6.5M |
| Q1 2026 | $232K |
| Q1 2026 | $4.7M |
| Q1 2026 | $39K |
| Q1 2026 | $649K |
| Q2 2026 | $4K |
| Q2 2026 | $69K |
| Q2 2026 | $7.6M |
| Q2 2026 | $264K |
| Q2 2026 | $4.6M |
| Q2 2026 | $43K |
| Q2 2026 | $512K |
| Q3 2026 | $3K |
| Q3 2026 | $68K |
| Q3 2026 | $7.8M |
| Q3 2026 | $266K |
| Q3 2026 | $4.3M |
| Q3 2026 | $44K |
| Q3 2026 | $181K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $181K | 7.6K | — | — |
| Q3 2026 | $44K | 340 | — | — |
| Q3 2026 | $4.3M | 60.6K | — | — |
| Q3 2026 | $266K | 4.9K | — | — |
| Q3 2026 | $7.8M | 37.5K | — | — |
| Q3 2026 | $68K | 1.0K | — | — |
| Q3 2026 | $3K | 21 | — | — |
| Q2 2026 | $512K | 21.1K | — | — |
| Q2 2026 | $43K | 340 | — | — |
| Q2 2026 | $4.6M | 60.9K | — | — |
| Q2 2026 | $264K | 4.9K | — | — |
| Q2 2026 | $7.6M | 35.5K | — | — |
| Q2 2026 | $69K | 1.0K | — | — |
| Q2 2026 | $4K | 21 | — | — |
| Q1 2026 | $649K | 27.1K | — | — |
| Q1 2026 | $39K | 340 | — | — |
| Q1 2026 | $4.7M | 63.9K | — | — |
| Q1 2026 | $232K | 4.9K | — | — |
| Q1 2026 | $6.5M | 33.7K | — | — |
| Q1 2026 | $67K | 1.0K | — | — |
| Q1 2026 | $3K | 21 | — | — |
| Q4 2025 | $1.2M | 47.3K | — | — |
| Q4 2025 | $39K | 340 | — | — |
| Q4 2025 | $4.8M | 66.9K | — | — |
| Q4 2025 | $229K | 4.9K | — | — |
| Q4 2025 | $6.3M | 33.0K | — | — |
| Q4 2025 | $71K | 1.0K | — | — |
| Q4 2025 | $3K | 21 | — | — |
| Q3 2025 | $1.9M | 77.2K | — | — |
| Q3 2025 | $38K | 340 | — | — |
| Q3 2025 | $5.2M | 71.2K | — | — |
| Q3 2025 | $221K | 4.9K | — | — |
| Q3 2025 | $5.8M | 30.5K | — | — |
| Q3 2025 | $72K | 1.0K | — | — |
| Q3 2025 | $3K | 21 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B