Back to IVZ
Evolution Wealth Advisors, LLC → IVZ
Evolution Wealth Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$11.2M
Q3 2026
Peak value
$11.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q4 2025 | $2.1M |
| Q4 2025 | $3.7M |
| Q4 2025 | $10.9M |
| Q1 2026 | $2.3M |
| Q1 2026 | $2.2M |
| Q1 2026 | $4.2M |
| Q1 2026 | $11.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.4M |
| Q2 2026 | $210K |
| Q2 2026 | $5.4M |
| Q2 2026 | $11.4M |
| Q3 2026 | $2.6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $214K |
| Q3 2026 | $5.5M |
| Q3 2026 | $11.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.2M | 474.4K | — | — |
| Q3 2026 | $5.5M | 26.5K | — | — |
| Q3 2026 | $214K | 3.3K | — | — |
| Q3 2026 | $2.1M | 13.5K | — | — |
| Q3 2026 | $2.6M | 134.9K | — | — |
| Q2 2026 | $11.4M | 470.5K | — | — |
| Q2 2026 | $5.4M | 25.4K | — | — |
| Q2 2026 | $210K | 3.3K | — | — |
| Q2 2026 | $2.4M | 13.5K | — | — |
| Q2 2026 | $2.1M | 134.9K | — | — |
| Q1 2026 | $11.3M | 469.3K | — | — |
| Q1 2026 | $4.2M | 22.1K | — | — |
| Q1 2026 | $2.2M | 13.5K | — | — |
| Q1 2026 | $2.3M | 134.9K | — | — |
| Q4 2025 | $10.9M | 448.5K | — | — |
| Q4 2025 | $3.7M | 19.3K | — | — |
| Q4 2025 | $2.1M | 13.5K | — | — |
| Q4 2025 | $2M | 153.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B