Back to IVZ
Commonwealth Financial Services, LLC → IVZ
Commonwealth Financial Services, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
16
Latest value
$19.5M
Q3 2026
Peak value
$23.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $909K |
| Q4 2025 | $3.1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $950K |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $3.5M |
| Q2 2026 | $4.2M |
| Q2 2026 | $214K |
| Q2 2026 | $8.8M |
| Q2 2026 | $23.4M |
| Q3 2026 | $273K |
| Q3 2026 | $1.2M |
| Q3 2026 | $7.5M |
| Q3 2026 | $19.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.5M | 151.6K | — | — |
| Q3 2026 | $7.5M | 105.7K | — | — |
| Q3 2026 | $1.2M | 8.3K | — | — |
| Q3 2026 | $273K | 4.7K | — | — |
| Q2 2026 | $23.4M | 183.4K | — | — |
| Q2 2026 | $8.8M | 117.3K | — | — |
| Q2 2026 | $214K | 1.1K | — | — |
| Q2 2026 | $4.2M | 24.7K | — | — |
| Q2 2026 | $3.5M | 55.0K | — | — |
| Q2 2026 | $1.1M | 17.1K | — | — |
| Q1 2026 | $1.2M | 8.1K | — | — |
| Q1 2026 | $2.8M | 60.5K | — | — |
| Q1 2026 | $950K | 17.3K | — | — |
| Q4 2025 | $1.1M | 8.1K | — | — |
| Q4 2025 | $3.1M | 67.0K | — | — |
| Q4 2025 | $909K | 17.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B