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Curry Webb Wealth Management LLC → IVZ
Curry Webb Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$303
Q3 2026
Peak value
$11.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5M |
| Q4 2025 | $10.8M |
| Q4 2025 | $1.7M |
| Q4 2025 | $4.8M |
| Q1 2026 | $11.1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $4.5M |
| Q2 2026 | $11.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $4.8M |
| Q3 2026 | $10.8M |
| Q3 2026 | $11.4M |
| Q3 2026 | $4K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.9M |
| Q3 2026 | $4.8M |
| Q3 2026 | $303 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $303 | 2 | — | — |
| Q3 2026 | $4.8M | 89.6K | — | — |
| Q3 2026 | $4.9M | 89.5K | — | — |
| Q3 2026 | $1.3M | 6.1K | — | — |
| Q3 2026 | $1.2M | 5.8K | — | — |
| Q3 2026 | $4K | 69 | — | — |
| Q3 2026 | $11.4M | 226.7K | — | — |
| Q3 2026 | $10.8M | 216.3K | — | — |
| Q2 2026 | $4.8M | 89.6K | — | — |
| Q2 2026 | $1.3M | 6.1K | — | — |
| Q2 2026 | $11.4M | 226.7K | — | — |
| Q1 2026 | $4.5M | 94.6K | — | — |
| Q1 2026 | $1.4M | 7.1K | — | — |
| Q1 2026 | $11.1M | 221.5K | — | — |
| Q4 2025 | $4.8M | 102.0K | — | — |
| Q4 2025 | $1.7M | 8.8K | — | — |
| Q4 2025 | $10.8M | 183.0K | — | — |
| Q4 2025 | $5M | 99.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B