Back to IVZ
Legacy Financial Strategies, LLC → IVZ
Legacy Financial Strategies, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $4.3M |
| Q4 2025 | $688K |
| Q4 2025 | $4.9M |
| Q1 2026 | $682K |
| Q1 2026 | $5M |
| Q2 2026 | $756K |
| Q2 2026 | $7.8M |
| Q3 2026 | $790K |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 52.5K | — | — |
| Q3 2026 | $790K | 3.8K | — | — |
| Q2 2026 | $7.8M | 48.5K | — | — |
| Q2 2026 | $756K | 3.6K | — | — |
| Q1 2026 | $5M | 44.3K | — | — |
| Q1 2026 | $682K | 3.6K | — | — |
| Q4 2025 | $4.9M | 40.8K | — | — |
| Q4 2025 | $688K | 3.6K | — | — |
| Q3 2025 | $4.3M | 35.3K | — | — |
| Q3 2025 | $1M | 5.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B