Back to IVZ
Investment Research Partners LLC → IVZ
Investment Research Partners LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$479K
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $453K |
| Q4 2025 | $3.2M |
| Q4 2025 | $501K |
| Q1 2026 | $3.5M |
| Q1 2026 | $467K |
| Q2 2026 | $4.1M |
| Q2 2026 | $517K |
| Q3 2026 | $4.2M |
| Q3 2026 | $479K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $479K | 5.5K | — | — |
| Q3 2026 | $4.2M | 20.0K | — | — |
| Q2 2026 | $517K | 5.6K | — | — |
| Q2 2026 | $4.1M | 19.2K | — | — |
| Q1 2026 | $467K | 5.9K | — | — |
| Q1 2026 | $3.5M | 18.5K | — | — |
| Q4 2025 | $501K | 5.9K | — | — |
| Q4 2025 | $3.2M | 16.8K | — | — |
| Q3 2025 | $453K | 5.9K | — | — |
| Q3 2025 | $2.6M | 13.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B