Back to IVZ
Forza Wealth Management, LLC → IVZ
Forza Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $492K |
| Q3 2025 | $3.8M |
| Q4 2025 | $497K |
| Q4 2025 | $7.9M |
| Q1 2026 | $498K |
| Q1 2026 | $9.1M |
| Q2 2026 | $552K |
| Q2 2026 | $10.9M |
| Q3 2026 | $554K |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 98.8K | — | — |
| Q3 2026 | $554K | 2.7K | — | — |
| Q2 2026 | $10.9M | 84.3K | — | — |
| Q2 2026 | $552K | 2.6K | — | — |
| Q1 2026 | $9.1M | 78.7K | — | — |
| Q1 2026 | $498K | 2.6K | — | — |
| Q4 2025 | $7.9M | 67.1K | — | — |
| Q4 2025 | $497K | 2.6K | — | — |
| Q3 2025 | $3.8M | 33.4K | — | — |
| Q3 2025 | $492K | 2.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B