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Fairway Wealth LLC → IVZ

Fairway Wealth LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
16
Latest value
$19K
Q3 2026
Peak value
$29M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$25.9M
Q4 2025$888K
Q4 2025$2K
Q4 2025$16K
Q4 2025$14K
Q1 2026$26.3M
Q1 2026$882K
Q1 2026$16K
Q2 2026$14K
Q2 2026$29M
Q2 2026$1M
Q2 2026$19K
Q3 2026$15K
Q3 2026$27.9M
Q3 2026$978K
Q3 2026$19K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19K345——
Q3 2026$978K8.2K——
Q3 2026$27.9M134.1K——
Q3 2026$15K229——
Q2 2026$19K345——
Q2 2026$1M8.2K——
Q2 2026$29M136.1K——
Q2 2026$14K229——
Q1 2026$16K345——
Q1 2026$882K8.2K——
Q1 2026$26.3M137.0K——
Q4 2025$14K198——
Q4 2025$16K345——
Q4 2025$2K20——
Q4 2025$888K7.8K——
Q4 2025$25.9M135.5K——

Other funds holding IVZ

Other Fairway Wealth LLC positions

VGES

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$52M
VGES

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$48.2M
VGES

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$38.1M
VGES

VANGUARD S&P 500 ETF

$38M
QQQ

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$33.9M
QQQ

POWERSHARES QQQ TR

$33.7M
VGES

Vanguard FTSE Developed Markets ETF

$31M
ETHA

iShares Core S&P 500 ETF

$29.7M