Back to IVZ
Lifestyle Asset Management, Inc. → IVZ
Lifestyle Asset Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$96K
Q3 2026
Peak value
$14.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.2M |
| Q4 2025 | $10.7M |
| Q1 2026 | $7.4M |
| Q1 2026 | $11.4M |
| Q2 2026 | $8.2M |
| Q2 2026 | $50K |
| Q2 2026 | $14.7M |
| Q2 2026 | $102K |
| Q3 2026 | $7.8M |
| Q3 2026 | $48K |
| Q3 2026 | $13.3M |
| Q3 2026 | $96K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $96K | 633 | — | — |
| Q3 2026 | $13.3M | 87.5K | — | — |
| Q3 2026 | $48K | 233 | — | — |
| Q3 2026 | $7.8M | 37.5K | — | — |
| Q2 2026 | $102K | 633 | — | — |
| Q2 2026 | $14.7M | 91.2K | — | — |
| Q2 2026 | $50K | 233 | — | — |
| Q2 2026 | $8.2M | 38.7K | — | — |
| Q1 2026 | $11.4M | 101.7K | — | — |
| Q1 2026 | $7.4M | 38.7K | — | — |
| Q4 2025 | $10.7M | 90.0K | — | — |
| Q4 2025 | $7.2M | 37.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B