Back to IVZ
Clark Wealth Partners IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
11
Latest value
$332
Q3 2026
Peak value
$13.1M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $13.1M |
| Q1 2025 | $5.1M |
| Q2 2025 | $4.2M |
| Q3 2025 | $8.2M |
| Q3 2025 | $2K |
| Q4 2025 | $8.2M |
| Q4 2025 | $2K |
| Q1 2026 | $7.7M |
| Q2 2026 | $7.5M |
| Q3 2026 | $7.7M |
| Q3 2026 | $332 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $332 | 11 | — | — |
| Q3 2026 | $7.7M | 68.8K | — | — |
| Q2 2026 | $7.5M | 66.6K | — | — |
| Q1 2026 | $7.7M | 74.5K | — | — |
| Q4 2025 | $2K | 58 | — | — |
| Q4 2025 | $8.2M | 79.7K | — | — |
| Q3 2025 | $2K | 58 | — | — |
| Q3 2025 | $8.2M | 79.7K | — | — |
| Q2 2025 | $4.2M | 43.0K | — | — |
| Q1 2025 | $5.1M | 55.7K | — | — |
| Q4 2024 | $13.1M | 133.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B