Back to IVZ
Larry Mathis Financial Planning, LLC → IVZ
Larry Mathis Financial Planning, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q4 2025 | $1.1M |
| Q2 2026 | $211K |
| Q2 2026 | $211K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 11.1K | — | — |
| Q2 2026 | $211K | 993 | — | — |
| Q2 2026 | $211K | 4.1K | — | — |
| Q4 2025 | $1.1M | 9.6K | — | — |
| Q4 2025 | $1.3M | 6.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B