Back to IVZ
Costello Asset Management, INC → IVZ
Costello Asset Management, INC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
31
Latest value
$48K
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q3 2025 | $30K |
| Q3 2025 | $29K |
| Q3 2025 | $4.1M |
| Q3 2025 | $14K |
| Q3 2025 | $55K |
| Q3 2025 | $2K |
| Q4 2025 | $6K |
| Q4 2025 | $29K |
| Q4 2025 | $29K |
| Q4 2025 | $4.2M |
| Q4 2025 | $1K |
| Q4 2025 | $53K |
| Q4 2025 | $2K |
| Q1 2026 | $6K |
| Q1 2026 | $28K |
| Q1 2026 | $28K |
| Q1 2026 | $4.2M |
| Q1 2026 | $1K |
| Q1 2026 | $50K |
| Q1 2026 | $2K |
| Q2 2026 | $10K |
| Q2 2026 | $31K |
| Q2 2026 | $5.1M |
| Q2 2026 | $2K |
| Q2 2026 | $51K |
| Q3 2026 | $10K |
| Q3 2026 | $31K |
| Q3 2026 | $5M |
| Q3 2026 | $2K |
| Q3 2026 | $48K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $48K | 679 | — | — |
| Q3 2026 | $2K | 10 | — | — |
| Q3 2026 | $5M | 24.2K | — | — |
| Q3 2026 | $31K | 217 | — | — |
| Q3 2026 | $10K | 147 | — | — |
| Q2 2026 | $51K | 679 | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $5.1M | 24.2K | — | — |
| Q2 2026 | $31K | 217 | — | — |
| Q2 2026 | $10K | 147 | — | — |
| Q1 2026 | $2K | 24 | — | — |
| Q1 2026 | $50K | 690 | — | — |
| Q1 2026 | $1K | 10 | — | — |
| Q1 2026 | $4.2M | 21.7K | — | — |
| Q1 2026 | $28K | 217 | — | — |
| Q1 2026 | $28K | 412 | — | — |
| Q1 2026 | $6K | 37 | — | — |
| Q4 2025 | $2K | 24 | — | — |
| Q4 2025 | $53K | 737 | — | — |
| Q4 2025 | $1K | 10 | — | — |
| Q4 2025 | $4.2M | 21.8K | — | — |
| Q4 2025 | $29K | 216 | — | — |
| Q4 2025 | $29K | 412 | — | — |
| Q4 2025 | $6K | 37 | — | — |
| Q3 2025 | $2K | 24 | — | — |
| Q3 2025 | $55K | 746 | — | — |
| Q3 2025 | $14K | 117 | — | — |
| Q3 2025 | $4.1M | 21.6K | — | — |
| Q3 2025 | $29K | 216 | — | — |
| Q3 2025 | $30K | 411 | — | — |
| Q3 2025 | $7K | 43 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B