Back to IVZ
Equity Wealth Partners, LLC → IVZ
Equity Wealth Partners, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$248K
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q3 2025 | $291K |
| Q4 2025 | $3.8M |
| Q4 2025 | $266K |
| Q1 2026 | $3.8M |
| Q1 2026 | $257K |
| Q2 2026 | $279K |
| Q2 2026 | $4.3M |
| Q2 2026 | $263K |
| Q3 2026 | $257K |
| Q3 2026 | $4.2M |
| Q3 2026 | $248K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $248K | 3.5K | — | — |
| Q3 2026 | $4.2M | 37.7K | — | — |
| Q3 2026 | $257K | 1.2K | — | — |
| Q2 2026 | $263K | 3.5K | — | — |
| Q2 2026 | $4.3M | 37.7K | — | — |
| Q2 2026 | $279K | 1.3K | — | — |
| Q1 2026 | $257K | 3.5K | — | — |
| Q1 2026 | $3.8M | 37.1K | — | — |
| Q4 2025 | $266K | 3.7K | — | — |
| Q4 2025 | $3.8M | 36.8K | — | — |
| Q3 2025 | $291K | 4.0K | — | — |
| Q3 2025 | $3.9M | 37.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B