Back to IVZ
Johnson Financial Group, LLC → IVZ
Johnson Financial Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$407K
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.8M |
| Q1 2026 | $16.4M |
| Q2 2026 | $12.9M |
| Q2 2026 | $1.3M |
| Q3 2026 | $15M |
| Q3 2026 | $407K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $407K | 2.0K | — | — |
| Q3 2026 | $15M | 778.5K | — | — |
| Q2 2026 | $1.3M | 6.2K | — | — |
| Q2 2026 | $12.9M | 810.8K | — | — |
| Q1 2026 | $16.4M | 948.1K | — | — |
| Q4 2025 | $12.8M | 966.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B