Back to IVZ
Green Ridge Wealth Planning LLC → IVZ
Green Ridge Wealth Planning LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$18M
Q3 2026
Peak value
$18M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.6M |
| Q4 2025 | $12.8M |
| Q4 2025 | $13.6M |
| Q1 2026 | $4.8M |
| Q1 2026 | $12.1M |
| Q1 2026 | $11.8M |
| Q2 2026 | $4M |
| Q2 2026 | $14M |
| Q2 2026 | $17.8M |
| Q3 2026 | $2M |
| Q3 2026 | $14M |
| Q3 2026 | $4M |
| Q3 2026 | $18M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18M | 118.6K | — | — |
| Q3 2026 | $4M | 60.3K | — | — |
| Q3 2026 | $14M | 220.6K | — | — |
| Q3 2026 | $2M | 12.7K | — | — |
| Q2 2026 | $17.8M | 110.0K | — | — |
| Q2 2026 | $14M | 228.7K | — | — |
| Q2 2026 | $4M | 22.8K | — | — |
| Q1 2026 | $11.8M | 104.9K | — | — |
| Q1 2026 | $12.1M | 222.2K | — | — |
| Q1 2026 | $4.8M | 29.2K | — | — |
| Q4 2025 | $13.6M | 113.8K | — | — |
| Q4 2025 | $12.8M | 215.6K | — | — |
| Q4 2025 | $4.6M | 29.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B