Back to IVZ
JSF Financial, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$267K
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $233K |
| Q4 2025 | $9.8M |
| Q4 2025 | $235K |
| Q1 2026 | $9.8M |
| Q1 2026 | $236K |
| Q2 2026 | $11.4M |
| Q2 2026 | $262K |
| Q3 2026 | $12.2M |
| Q3 2026 | $267K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $267K | 1.3K | — | — |
| Q3 2026 | $12.2M | 192.5K | — | — |
| Q2 2026 | $262K | 1.2K | — | — |
| Q2 2026 | $11.4M | 186.9K | — | — |
| Q1 2026 | $236K | 1.2K | — | — |
| Q1 2026 | $9.8M | 179.3K | — | — |
| Q4 2025 | $235K | 1.2K | — | — |
| Q4 2025 | $9.8M | 165.9K | — | — |
| Q3 2025 | $233K | 1.2K | — | — |
| Q3 2025 | $9.8M | 170.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B