Back to IVZ
Jacksonville Wealth Management, LLC → IVZ
Jacksonville Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$16.5M
Q3 2026
Peak value
$16.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.7M |
| Q4 2025 | $11.4M |
| Q1 2026 | $13.2M |
| Q2 2026 | $15.4M |
| Q3 2026 | $16.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.5M | 79.2K | — | — |
| Q2 2026 | $15.4M | 72.3K | — | — |
| Q1 2026 | $13.2M | 68.7K | — | — |
| Q4 2025 | $11.4M | 59.5K | — | — |
| Q3 2025 | $10.7M | 56.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B