Back to IVZ
INSTRUMENTAL WEALTH, LLC → IVZ
INSTRUMENTAL WEALTH, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$235K
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q4 2025 | $10.3M |
| Q1 2026 | $9.9M |
| Q2 2026 | $11.5M |
| Q2 2026 | $241K |
| Q3 2026 | $11.7M |
| Q3 2026 | $235K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $235K | 1.6K | — | — |
| Q3 2026 | $11.7M | 56.4K | — | — |
| Q2 2026 | $241K | 1.4K | — | — |
| Q2 2026 | $11.5M | 54.0K | — | — |
| Q1 2026 | $9.9M | 51.4K | — | — |
| Q4 2025 | $10.3M | 50.5K | — | — |
| Q3 2025 | $7.6M | 40.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B