Back to IVZ
Future Financial Wealth Managment LLC → IVZ
Future Financial Wealth Managment LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $263K |
| Q4 2025 | $2.6M |
| Q1 2026 | $310K |
| Q1 2026 | $3M |
| Q2 2026 | $259K |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 23.1K | — | — |
| Q2 2026 | $3.5M | 23.4K | — | — |
| Q2 2026 | $259K | 4.3K | — | — |
| Q1 2026 | $3M | 23.8K | — | — |
| Q1 2026 | $310K | 5.2K | — | — |
| Q4 2025 | $2.6M | 21.9K | — | — |
| Q4 2025 | $263K | 4.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B