Back to IVZ
Gladwyn Financial Advisors, Inc. → IVZ
Gladwyn Financial Advisors, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$2.8M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $531K |
| Q3 2025 | $2.5M |
| Q4 2025 | $127K |
| Q4 2025 | $3.1M |
| Q1 2026 | $690K |
| Q1 2026 | $2.7M |
| Q2 2026 | $633K |
| Q2 2026 | $2.8M |
| Q3 2026 | $816K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 143.8K | — | — |
| Q3 2026 | $816K | 42.3K | — | — |
| Q2 2026 | $2.8M | 178.6K | — | — |
| Q2 2026 | $633K | 39.9K | — | — |
| Q1 2026 | $2.7M | 157.9K | — | — |
| Q1 2026 | $690K | 39.9K | — | — |
| Q4 2025 | $3.1M | 232.1K | — | — |
| Q4 2025 | $127K | 9.6K | — | — |
| Q3 2025 | $2.5M | 182.8K | — | — |
| Q3 2025 | $531K | 39.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B