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Johnson Bixby & Associates, LLC → IVZ

Johnson Bixby & Associates, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
10
Latest value
$6.3M
Q3 2026
Peak value
$60.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.5M
Q3 2025$6.5M
Q4 2025$14.7M
Q4 2025$6M
Q1 2026$14.7M
Q1 2026$5.9M
Q2 2026$14.9M
Q2 2026$6.5M
Q3 2026$60.2M
Q3 2026$6.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.3M30.1K——
Q3 2026$60.2M1.21M——
Q2 2026$6.5M30.5K——
Q2 2026$14.9M297.4K——
Q1 2026$5.9M30.5K——
Q1 2026$14.7M292.5K——
Q4 2025$6M31.4K——
Q4 2025$14.7M292.6K——
Q3 2025$6.5M34.4K——
Q3 2025$17.5M349.2K——

Other funds holding IVZ

Other Johnson Bixby & Associates, LLC positions

COF-PN

CAPITAL GRP FIXED INCM ETF T

$132M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$105.5M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$105.1M
ETHA

ISHARES TR

$103.1M
ETHA

ISHARES TR

$102.5M
ETHA

ISHARES TR

$98M
ETHA

ISHARES TR

$96.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$90.4M