Back to IVZ
Focused Wealth Management, Inc → IVZ
Focused Wealth Management, Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$15M
Q3 2026
Peak value
$15.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.7M |
| Q1 2026 | $13.8M |
| Q2 2026 | $15.3M |
| Q3 2026 | $15M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15M | 72.3K | — | — |
| Q2 2026 | $15.3M | 72.1K | — | — |
| Q1 2026 | $13.8M | 71.8K | — | — |
| Q4 2025 | $13.7M | 71.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B