Back to IVZ
Concord Wealth Partners IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$10.5M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19K |
| Q3 2025 | $44K |
| Q3 2025 | $533K |
| Q3 2025 | $8.5M |
| Q3 2025 | $9K |
| Q4 2025 | $19K |
| Q4 2025 | $470 |
| Q4 2025 | $45K |
| Q4 2025 | $554K |
| Q4 2025 | $8.7M |
| Q4 2025 | $9K |
| Q1 2026 | $539K |
| Q1 2026 | $9.2M |
| Q2 2026 | $19K |
| Q2 2026 | $530 |
| Q2 2026 | $30K |
| Q2 2026 | $548K |
| Q2 2026 | $10.5M |
| Q3 2026 | $19K |
| Q3 2026 | $464 |
| Q3 2026 | $31K |
| Q3 2026 | $550K |
| Q3 2026 | $10.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.5M | 94.4K | — | — |
| Q3 2026 | $550K | 4.8K | — | — |
| Q3 2026 | $31K | 494 | — | — |
| Q3 2026 | $464 | 3 | — | — |
| Q3 2026 | $19K | 372 | — | — |
| Q2 2026 | $10.5M | 92.7K | — | — |
| Q2 2026 | $548K | 4.8K | — | — |
| Q2 2026 | $30K | 494 | — | — |
| Q2 2026 | $530 | 3 | — | — |
| Q2 2026 | $19K | 372 | — | — |
| Q1 2026 | $9.2M | 88.7K | — | — |
| Q1 2026 | $539K | 5.0K | — | — |
| Q4 2025 | $9K | 123 | — | — |
| Q4 2025 | $8.7M | 84.9K | — | — |
| Q4 2025 | $554K | 5.4K | — | — |
| Q4 2025 | $45K | 759 | — | — |
| Q4 2025 | $470 | 3 | — | — |
| Q4 2025 | $19K | 372 | — | — |
| Q3 2025 | $9K | 123 | — | — |
| Q3 2025 | $8.5M | 81.2K | — | — |
| Q3 2025 | $533K | 5.4K | — | — |
| Q3 2025 | $44K | 759 | — | — |
| Q3 2025 | $19K | 372 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B