Back to IVZ
Insight Wealth Strategies, LLC → IVZ
Insight Wealth Strategies, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$37.4M
Q3 2026
Peak value
$37.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.6M |
| Q4 2025 | $26.7M |
| Q1 2026 | $13.4M |
| Q1 2026 | $21.1M |
| Q2 2026 | $15.5M |
| Q2 2026 | $33.5M |
| Q2 2026 | $22.7M |
| Q3 2026 | $825K |
| Q3 2026 | $37.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37.4M | 247.0K | — | — |
| Q3 2026 | $825K | 5.6K | — | — |
| Q2 2026 | $22.7M | 930.7K | — | — |
| Q2 2026 | $33.5M | 215.4K | — | — |
| Q2 2026 | $15.5M | 93.1K | — | — |
| Q1 2026 | $21.1M | 188.0K | — | — |
| Q1 2026 | $13.4M | 92.1K | — | — |
| Q4 2025 | $26.7M | 223.6K | — | — |
| Q4 2025 | $12.6M | 91.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B