Back to IVZ
Lakeshore Financial Planning, Inc. → IVZ
Lakeshore Financial Planning, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$7.6M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q4 2025 | $7.3M |
| Q1 2026 | $7.3M |
| Q2 2026 | $8M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 36.6K | — | — |
| Q2 2026 | $8M | 37.5K | — | — |
| Q1 2026 | $7.3M | 38.0K | — | — |
| Q4 2025 | $7.3M | 37.9K | — | — |
| Q3 2025 | $7.5M | 39.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B