Back to IVZ
Garrett Wealth Advisory Group, LLC → IVZ
Garrett Wealth Advisory Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$1.2M
Q3 2026
Peak value
$43.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.7M |
| Q4 2025 | $38M |
| Q1 2026 | $37.8M |
| Q2 2026 | $43.5M |
| Q2 2026 | $613K |
| Q2 2026 | $877K |
| Q2 2026 | $951K |
| Q2 2026 | $1.2M |
| Q3 2026 | $43.7M |
| Q3 2026 | $585K |
| Q3 2026 | $848K |
| Q3 2026 | $925K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 49.7K | — | — |
| Q3 2026 | $925K | 40.6K | — | — |
| Q3 2026 | $848K | 38.1K | — | — |
| Q3 2026 | $585K | 28.0K | — | — |
| Q3 2026 | $43.7M | 803.3K | — | — |
| Q2 2026 | $1.2M | 49.7K | — | — |
| Q2 2026 | $951K | 40.6K | — | — |
| Q2 2026 | $877K | 38.1K | — | — |
| Q2 2026 | $613K | 28.0K | — | — |
| Q2 2026 | $43.5M | 805.2K | — | — |
| Q1 2026 | $37.8M | 796.0K | — | — |
| Q4 2025 | $38M | 810.0K | — | — |
| Q3 2025 | $35.7M | 789.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B