Back to IVZ
Independent Wealth Advisors LLC → IVZ
Independent Wealth Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$606K
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.4M |
| Q4 2025 | $313K |
| Q1 2026 | $1.6M |
| Q1 2026 | $375K |
| Q2 2026 | $2.2M |
| Q2 2026 | $746K |
| Q3 2026 | $3M |
| Q3 2026 | $606K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $606K | 4.0K | — | — |
| Q3 2026 | $3M | 14.2K | — | — |
| Q2 2026 | $746K | 4.0K | — | — |
| Q2 2026 | $2.2M | 10.3K | — | — |
| Q1 2026 | $375K | 4.0K | — | — |
| Q1 2026 | $1.6M | 8.4K | — | — |
| Q4 2025 | $313K | 4.0K | — | — |
| Q4 2025 | $1.4M | 7.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B