Back to IVZ
GRIMES & Co WEALTH MANAGEMENT, LLC → IVZ
GRIMES & Co WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$882K
Q3 2026
Peak value
$47.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $345K |
| Q4 2025 | $204K |
| Q4 2025 | $36.1M |
| Q4 2025 | $301K |
| Q4 2025 | $36.3M |
| Q4 2025 | $568K |
| Q1 2026 | $318K |
| Q1 2026 | $47.6M |
| Q1 2026 | $280K |
| Q1 2026 | $36.2M |
| Q1 2026 | $608K |
| Q2 2026 | $369K |
| Q2 2026 | $284K |
| Q2 2026 | $41M |
| Q2 2026 | $311K |
| Q2 2026 | $40.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $384K |
| Q3 2026 | $291K |
| Q3 2026 | $40M |
| Q3 2026 | $297K |
| Q3 2026 | $37.5M |
| Q3 2026 | $882K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $882K | 5.8K | — | — |
| Q3 2026 | $37.5M | 688.3K | — | — |
| Q3 2026 | $297K | 2.5K | — | — |
| Q3 2026 | $40M | 192.3K | — | — |
| Q3 2026 | $291K | 4.4K | — | — |
| Q3 2026 | $384K | 6.0K | — | — |
| Q2 2026 | $1.1M | 6.0K | — | — |
| Q2 2026 | $40.3M | 746.0K | — | — |
| Q2 2026 | $311K | 2.5K | — | — |
| Q2 2026 | $41M | 192.8K | — | — |
| Q2 2026 | $284K | 4.4K | — | — |
| Q2 2026 | $369K | 6.0K | — | — |
| Q1 2026 | $608K | 6.4K | — | — |
| Q1 2026 | $36.2M | 761.6K | — | — |
| Q1 2026 | $280K | 2.6K | — | — |
| Q1 2026 | $47.6M | 248.2K | — | — |
| Q1 2026 | $318K | 5.8K | — | — |
| Q4 2025 | $568K | 7.2K | — | — |
| Q4 2025 | $36.3M | 773.9K | — | — |
| Q4 2025 | $301K | 2.6K | — | — |
| Q4 2025 | $36.1M | 188.7K | — | — |
| Q4 2025 | $204K | 4.5K | — | — |
| Q4 2025 | $345K | 5.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B