Back to IVZ
Kozak & Associates, Inc. → IVZ
Kozak & Associates, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$42.4M
Q3 2026
Peak value
$70M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q3 2025 | $4K |
| Q3 2025 | $25K |
| Q3 2025 | $6K |
| Q3 2025 | $63.3M |
| Q4 2025 | $8K |
| Q4 2025 | $4K |
| Q4 2025 | $27K |
| Q4 2025 | $3K |
| Q4 2025 | $67.9M |
| Q1 2026 | $8K |
| Q1 2026 | $4K |
| Q1 2026 | $26K |
| Q1 2026 | $70M |
| Q2 2026 | $29 |
| Q2 2026 | $9K |
| Q2 2026 | $4K |
| Q2 2026 | $28K |
| Q2 2026 | $42.9M |
| Q3 2026 | $9K |
| Q3 2026 | $5K |
| Q3 2026 | $28K |
| Q3 2026 | $42.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.4M | 315.2K | — | — |
| Q3 2026 | $28K | 229 | — | — |
| Q3 2026 | $5K | 21 | — | — |
| Q3 2026 | $9K | 57 | — | — |
| Q2 2026 | $42.9M | 333.8K | — | — |
| Q2 2026 | $28K | 229 | — | — |
| Q2 2026 | $4K | 21 | — | — |
| Q2 2026 | $9K | 60 | — | — |
| Q2 2026 | $29 | 1 | — | — |
| Q1 2026 | $70M | 586.6K | — | — |
| Q1 2026 | $26K | 229 | — | — |
| Q1 2026 | $4K | 21 | — | — |
| Q1 2026 | $8K | 60 | — | — |
| Q4 2025 | $67.9M | 575.0K | — | — |
| Q4 2025 | $3K | 38 | — | — |
| Q4 2025 | $27K | 228 | — | — |
| Q4 2025 | $4K | 21 | — | — |
| Q4 2025 | $8K | 60 | — | — |
| Q3 2025 | $63.3M | 570.6K | — | — |
| Q3 2025 | $6K | 75 | — | — |
| Q3 2025 | $25K | 227 | — | — |
| Q3 2025 | $4K | 21 | — | — |
| Q3 2025 | $8K | 60 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
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SPY
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