Back to IVZ
Cordgrass Capital Advisors, LLC → IVZ
Cordgrass Capital Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$5.4M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $64K |
| Q3 2025 | $6M |
| Q3 2025 | $4K |
| Q4 2025 | $16K |
| Q4 2025 | $55K |
| Q4 2025 | $6M |
| Q1 2026 | $55K |
| Q1 2026 | $6.1M |
| Q2 2026 | $75K |
| Q2 2026 | $5.4M |
| Q3 2026 | $68K |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 26.1K | — | — |
| Q3 2026 | $68K | 1.2K | — | — |
| Q2 2026 | $5.4M | 25.4K | — | — |
| Q2 2026 | $75K | 1.2K | — | — |
| Q1 2026 | $6.1M | 31.6K | — | — |
| Q1 2026 | $55K | 1.2K | — | — |
| Q4 2025 | $6M | 31.3K | — | — |
| Q4 2025 | $55K | 1.2K | — | — |
| Q4 2025 | $16K | 268 | — | — |
| Q3 2025 | $4K | 187 | — | — |
| Q3 2025 | $6M | 31.7K | — | — |
| Q3 2025 | $64K | 1.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B