Back to IVZ
Horizon Wealth Management, LLC → IVZ
Horizon Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
11
Latest value
$5.9M
Q3 2026
Peak value
$48.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $48.6M |
| Q3 2025 | $5.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $5.2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 28.6K | — | — |
| Q3 2026 | $1.3M | 20.2K | — | — |
| Q2 2026 | $6M | 28.2K | — | — |
| Q2 2026 | $1.2M | 20.3K | — | — |
| Q1 2026 | $5.4M | 28.2K | — | — |
| Q1 2026 | $1.1M | 20.2K | — | — |
| Q4 2025 | $5.2M | 27.2K | — | — |
| Q4 2025 | $1.1M | 19.0K | — | — |
| Q3 2025 | $5.1M | 27.1K | — | — |
| Q3 2025 | $48.6M | 1.09M | — | — |
| Q3 2025 | $1.1M | 18.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B