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Farnam Financial LLC → IVZ

Farnam Financial LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
12
Latest value
$1.2M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$558K
Q3 2025$1.1M
Q4 2025$2.3M
Q4 2025$1.1M
Q1 2026$2.3M
Q1 2026$1.2M
Q2 2026$2.6M
Q2 2026$219K
Q2 2026$327K
Q2 2026$1.5M
Q3 2026$2.3M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M50.9K——
Q3 2026$2.3M10.9K——
Q2 2026$1.5M62.7K——
Q2 2026$327K14.0K——
Q2 2026$219K9.5K——
Q2 2026$2.6M12.4K——
Q1 2026$1.2M49.4K——
Q1 2026$2.3M11.9K——
Q4 2025$1.1M47.3K——
Q4 2025$2.3M11.9K——
Q3 2025$1.1M47.3K——
Q3 2025$558K2.9K——

Other funds holding IVZ

Other Farnam Financial LLC positions

ETHA

ISHARES TR

$13.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.7M
VGES

VANGUARD INDEX FDS

$13.4M
ETHA

ISHARES TR

$13.3M
VGES

VANGUARD INDEX FDS

$12.9M
VGES

VANGUARD INDEX FDS

$11.6M
VGES

VANGUARD TAX-MANAGED FDS

$11.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.2M