Back to 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
| Period | Position 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
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 50.9K | — | — |
| Q3 2026 | $2.3M | 10.9K | — | — |
| Q2 2026 | $1.5M | 62.7K | — | — |
| Q2 2026 | $327K | 14.0K | — | — |
| Q2 2026 | $219K | 9.5K | — | — |
| Q2 2026 | $2.6M | 12.4K | — | — |
| Q1 2026 | $1.2M | 49.4K | — | — |
| Q1 2026 | $2.3M | 11.9K | — | — |
| Q4 2025 | $1.1M | 47.3K | — | — |
| Q4 2025 | $2.3M | 11.9K | — | — |
| Q3 2025 | $1.1M | 47.3K | — | — |
| Q3 2025 | $558K | 2.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B