Back to IVZ
Johnson & White Wealth Management, LLC → IVZ
Johnson & White Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$3.4M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.2M |
| Q4 2025 | $6.1M |
| Q4 2025 | $3.5M |
| Q1 2026 | $5.3M |
| Q1 2026 | $6.5M |
| Q1 2026 | $3.6M |
| Q2 2026 | $6.1M |
| Q2 2026 | $7.4M |
| Q2 2026 | $3.6M |
| Q3 2026 | $6M |
| Q3 2026 | $7.4M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 48.9K | — | — |
| Q3 2026 | $7.4M | 135.9K | — | — |
| Q3 2026 | $6M | 50.8K | — | — |
| Q2 2026 | $3.6M | 47.4K | — | — |
| Q2 2026 | $7.4M | 136.6K | — | — |
| Q2 2026 | $6.1M | 50.3K | — | — |
| Q1 2026 | $3.6M | 48.7K | — | — |
| Q1 2026 | $6.5M | 135.7K | — | — |
| Q1 2026 | $5.3M | 48.9K | — | — |
| Q4 2025 | $3.5M | 48.5K | — | — |
| Q4 2025 | $6.1M | 129.5K | — | — |
| Q4 2025 | $5.2M | 45.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B