Back to IVZ
EVOLUTION WEALTH MANAGEMENT INC. → IVZ
EVOLUTION WEALTH MANAGEMENT INC. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
44
Latest value
$28K
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28K |
| Q3 2025 | $1M |
| Q3 2025 | $6K |
| Q3 2025 | $330K |
| Q3 2025 | $897K |
| Q3 2025 | $2K |
| Q4 2025 | $12K |
| Q4 2025 | $28K |
| Q4 2025 | $982K |
| Q4 2025 | $14K |
| Q4 2025 | $6K |
| Q4 2025 | $322K |
| Q4 2025 | $1.5M |
| Q4 2025 | $2K |
| Q1 2026 | $16K |
| Q1 2026 | $30K |
| Q1 2026 | $27K |
| Q1 2026 | $892K |
| Q1 2026 | $112K |
| Q1 2026 | $6K |
| Q1 2026 | $325K |
| Q1 2026 | $2.7M |
| Q1 2026 | $2K |
| Q2 2026 | $25K |
| Q2 2026 | $12K |
| Q2 2026 | $32K |
| Q2 2026 | $32K |
| Q2 2026 | $824K |
| Q2 2026 | $383K |
| Q2 2026 | $7K |
| Q2 2026 | $355K |
| Q2 2026 | $5.4M |
| Q2 2026 | $19K |
| Q2 2026 | $29K |
| Q3 2026 | $24K |
| Q3 2026 | $28K |
| Q3 2026 | $30K |
| Q3 2026 | $171K |
| Q3 2026 | $525K |
| Q3 2026 | $6K |
| Q3 2026 | $351K |
| Q3 2026 | $6.4M |
| Q3 2026 | $2K |
| Q3 2026 | $28K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28K | 632 | — | — |
| Q3 2026 | $2K | 106 | — | — |
| Q3 2026 | $6.4M | 42.5K | — | — |
| Q3 2026 | $351K | 3.1K | — | — |
| Q3 2026 | $6K | 54 | — | — |
| Q3 2026 | $525K | 2.5K | — | — |
| Q3 2026 | $171K | 2.7K | — | — |
| Q3 2026 | $30K | 500 | — | — |
| Q3 2026 | $28K | 180 | — | — |
| Q3 2026 | $24K | 1.3K | — | — |
| Q2 2026 | $29K | 632 | — | — |
| Q2 2026 | $19K | 824 | — | — |
| Q2 2026 | $5.4M | 33.1K | — | — |
| Q2 2026 | $355K | 3.1K | — | — |
| Q2 2026 | $7K | 54 | — | — |
| Q2 2026 | $383K | 1.8K | — | — |
| Q2 2026 | $824K | 13.5K | — | — |
| Q2 2026 | $32K | 500 | — | — |
| Q2 2026 | $32K | 180 | — | — |
| Q2 2026 | $12K | 777 | — | — |
| Q2 2026 | $25K | 500 | — | — |
| Q1 2026 | $2K | 106 | — | — |
| Q1 2026 | $2.7M | 24.2K | — | — |
| Q1 2026 | $325K | 3.1K | — | — |
| Q1 2026 | $6K | 54 | — | — |
| Q1 2026 | $112K | 582 | — | — |
| Q1 2026 | $892K | 16.4K | — | — |
| Q1 2026 | $27K | 500 | — | — |
| Q1 2026 | $30K | 180 | — | — |
| Q1 2026 | $16K | 935 | — | — |
| Q4 2025 | $2K | 106 | — | — |
| Q4 2025 | $1.5M | 12.7K | — | — |
| Q4 2025 | $322K | 3.1K | — | — |
| Q4 2025 | $6K | 54 | — | — |
| Q4 2025 | $14K | 73 | — | — |
| Q4 2025 | $982K | 16.6K | — | — |
| Q4 2025 | $28K | 180 | — | — |
| Q4 2025 | $12K | 935 | — | — |
| Q3 2025 | $2K | 106 | — | — |
| Q3 2025 | $897K | 7.4K | — | — |
| Q3 2025 | $330K | 3.1K | — | — |
| Q3 2025 | $6K | 54 | — | — |
| Q3 2025 | $1M | 18.0K | — | — |
| Q3 2025 | $28K | 180 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B