Back to IVZ
Elm3 Financial Group, LLC → IVZ
Elm3 Financial Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$297K
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $336K |
| Q3 2025 | $3.3M |
| Q3 2025 | $369K |
| Q4 2025 | $1.1M |
| Q4 2025 | $406K |
| Q4 2025 | $3M |
| Q4 2025 | $236K |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $3.1M |
| Q1 2026 | $240K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $3.7M |
| Q2 2026 | $256K |
| Q2 2026 | $343K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2M |
| Q3 2026 | $3.1M |
| Q3 2026 | $255K |
| Q3 2026 | $310K |
| Q3 2026 | $297K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $297K | 3.4K | — | — |
| Q3 2026 | $310K | 2.0K | — | — |
| Q3 2026 | $255K | 2.3K | — | — |
| Q3 2026 | $3.1M | 21.1K | — | — |
| Q3 2026 | $2M | 9.4K | — | — |
| Q3 2026 | $1.1M | 7.0K | — | — |
| Q2 2026 | $343K | 1.8K | — | — |
| Q2 2026 | $256K | 2.3K | — | — |
| Q2 2026 | $3.7M | 21.8K | — | — |
| Q2 2026 | $1.9M | 9.2K | — | — |
| Q2 2026 | $1.2M | 6.9K | — | — |
| Q1 2026 | $240K | 2.3K | — | — |
| Q1 2026 | $3.1M | 21.4K | — | — |
| Q1 2026 | $1.8M | 9.2K | — | — |
| Q1 2026 | $1.1M | 6.6K | — | — |
| Q4 2025 | $236K | 2.3K | — | — |
| Q4 2025 | $3M | 21.4K | — | — |
| Q4 2025 | $406K | 2.1K | — | — |
| Q4 2025 | $1.1M | 6.8K | — | — |
| Q3 2025 | $369K | 3.5K | — | — |
| Q3 2025 | $3.3M | 24.3K | — | — |
| Q3 2025 | $336K | 1.8K | — | — |
| Q3 2025 | $1.1M | 6.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B