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LCW Services, LLC → IVZ

LCW Services, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
9
Latest value
$443K
Q3 2026
Peak value
$9.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q4 2025$8M
Q1 2026$5.8M
Q1 2026$7.8M
Q2 2026$5.2M
Q2 2026$9.4M
Q3 2026$6.6M
Q3 2026$9.9M
Q3 2026$443K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$443K20.7K——
Q3 2026$9.9M47.4K——
Q3 2026$6.6M342.4K——
Q2 2026$9.4M44.1K——
Q2 2026$5.2M328.6K——
Q1 2026$7.8M40.8K——
Q1 2026$5.8M335.7K——
Q4 2025$8M42.0K——
Q4 2025$3.9M296.7K——

Other funds holding IVZ

Other LCW Services, LLC positions

ETHA

ISHARES TR

$50.7M
ETHA

ISHARES TR

$46.9M
ETHA

ISHARES TR

$39.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.4M
ETHA

ISHARES TR

$39.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$36.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$29M