Back to IVZ
Inlight Wealth Management, LLC → IVZ
Inlight Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$26.7M
Q3 2026
Peak value
$26.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.9M |
| Q4 2025 | $19.1M |
| Q1 2026 | $22.2M |
| Q2 2026 | $26.3M |
| Q3 2026 | $26.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.7M | 128.5K | — | — |
| Q2 2026 | $26.3M | 123.6K | — | — |
| Q1 2026 | $22.2M | 115.6K | — | — |
| Q4 2025 | $19.1M | 99.7K | — | — |
| Q3 2025 | $13.9M | 73.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Inlight Wealth Management, LLC positions
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VGES
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ETHA
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ETHA
$27.4MISHARES CORE S&P SMALL CAP ETF
VGES
$26.2MVANGUARD FTSE DEVELOPED MARKETS ETF
ETHA
$21.7MISHARES CORE S&P SMALL CAP ETF