Back to IVZ
Kroeger Financial Partners → IVZ
Kroeger Financial Partners IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$4M
Q3 2026
Peak value
$4.1M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $12K |
| Q2 2026 | $24K |
| Q2 2026 | $4.1M |
| Q3 2026 | $12K |
| Q3 2026 | $24K |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 169.2K | — | — |
| Q3 2026 | $24K | 439 | — | — |
| Q3 2026 | $12K | 86 | — | — |
| Q2 2026 | $4.1M | 170.0K | — | — |
| Q2 2026 | $24K | 439 | — | — |
| Q2 2026 | $12K | 86 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Kroeger Financial Partners positions
VGES
$12.1MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
VGES
$11.8MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
ETHA
$10.1MISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ETHA
$10.1MISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
STT-PG
$8.5MSTATE STREET SPDR PORTFOLIO S&P 500 ETF
STT-PG
$8.3MSTATE STREET SPDR PORTFOLIO S&P 500 ETF
VGES
$8.1MVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
VGES
$7.8MVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES