Back to IVZ
DHJJ Financial Advisors, Ltd. → IVZ
DHJJ Financial Advisors, Ltd. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
50
Latest value
$238
Q3 2026
Peak value
$8.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19K |
| Q4 2025 | $14K |
| Q4 2025 | $9K |
| Q4 2025 | $2.5M |
| Q4 2025 | $538 |
| Q4 2025 | $76K |
| Q4 2025 | $4K |
| Q4 2025 | $7.2M |
| Q4 2025 | $796 |
| Q4 2025 | $79 |
| Q4 2025 | $692K |
| Q4 2025 | $516 |
| Q1 2026 | $18K |
| Q1 2026 | $14K |
| Q1 2026 | $8K |
| Q1 2026 | $2.5M |
| Q1 2026 | $525 |
| Q1 2026 | $84K |
| Q1 2026 | $4K |
| Q1 2026 | $7.5M |
| Q1 2026 | $805 |
| Q1 2026 | $95 |
| Q1 2026 | $683K |
| Q1 2026 | $12K |
| Q1 2026 | $507 |
| Q2 2026 | $19K |
| Q2 2026 | $17K |
| Q2 2026 | $11K |
| Q2 2026 | $3.5M |
| Q2 2026 | $567 |
| Q2 2026 | $104K |
| Q2 2026 | $5K |
| Q2 2026 | $8.4M |
| Q2 2026 | $803 |
| Q2 2026 | $188 |
| Q2 2026 | $687K |
| Q2 2026 | $637 |
| Q3 2026 | $19K |
| Q3 2026 | $15K |
| Q3 2026 | $12K |
| Q3 2026 | $3.5M |
| Q3 2026 | $573 |
| Q3 2026 | $101K |
| Q3 2026 | $5K |
| Q3 2026 | $7.8M |
| Q3 2026 | $773 |
| Q3 2026 | $153 |
| Q3 2026 | $593K |
| Q3 2026 | $617 |
| Q3 2026 | $238 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $238 | 10 | — | — |
| Q3 2026 | $617 | 14 | — | — |
| Q3 2026 | $593K | 8.4K | — | — |
| Q3 2026 | $153 | 1 | — | — |
| Q3 2026 | $773 | 36 | — | — |
| Q3 2026 | $7.8M | 70.3K | — | — |
| Q3 2026 | $5K | 38 | — | — |
| Q3 2026 | $101K | 485 | — | — |
| Q3 2026 | $573 | 4 | — | — |
| Q3 2026 | $3.5M | 53.1K | — | — |
| Q3 2026 | $12K | 184 | — | — |
| Q3 2026 | $15K | 260 | — | — |
| Q3 2026 | $19K | 276 | — | — |
| Q2 2026 | $637 | 14 | — | — |
| Q2 2026 | $687K | 9.2K | — | — |
| Q2 2026 | $188 | 1 | — | — |
| Q2 2026 | $803 | 36 | — | — |
| Q2 2026 | $8.4M | 74.4K | — | — |
| Q2 2026 | $5K | 38 | — | — |
| Q2 2026 | $104K | 491 | — | — |
| Q2 2026 | $567 | 4 | — | — |
| Q2 2026 | $3.5M | 54.7K | — | — |
| Q2 2026 | $11K | 184 | — | — |
| Q2 2026 | $17K | 260 | — | — |
| Q2 2026 | $19K | 276 | — | — |
| Q1 2026 | $507 | 14 | — | — |
| Q1 2026 | $12K | 146 | — | — |
| Q1 2026 | $683K | 9.3K | — | — |
| Q1 2026 | $95 | 1 | — | — |
| Q1 2026 | $805 | 36 | — | — |
| Q1 2026 | $7.5M | 72.2K | — | — |
| Q1 2026 | $4K | 38 | — | — |
| Q1 2026 | $84K | 436 | — | — |
| Q1 2026 | $525 | 4 | — | — |
| Q1 2026 | $2.5M | 54.9K | — | — |
| Q1 2026 | $8K | 146 | — | — |
| Q1 2026 | $14K | 260 | — | — |
| Q1 2026 | $18K | 276 | — | — |
| Q4 2025 | $516 | 14 | — | — |
| Q4 2025 | $692K | 9.7K | — | — |
| Q4 2025 | $79 | 1 | — | — |
| Q4 2025 | $796 | 36 | — | — |
| Q4 2025 | $7.2M | 70.5K | — | — |
| Q4 2025 | $4K | 38 | — | — |
| Q4 2025 | $76K | 397 | — | — |
| Q4 2025 | $538 | 4 | — | — |
| Q4 2025 | $2.5M | 54.7K | — | — |
| Q4 2025 | $9K | 145 | — | — |
| Q4 2025 | $14K | 260 | — | — |
| Q4 2025 | $19K | 276 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B