Back to IVZ
Lord & Richards Wealth Management, LLC → IVZ
Lord & Richards Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
28
Latest value
$6K
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $146K |
| Q3 2025 | $1.3M |
| Q3 2025 | $260K |
| Q3 2025 | $69K |
| Q3 2025 | $84K |
| Q3 2025 | $7K |
| Q3 2025 | $69K |
| Q4 2025 | $2.1M |
| Q4 2025 | $527K |
| Q4 2025 | $192K |
| Q4 2025 | $109K |
| Q4 2025 | $55K |
| Q4 2025 | $101K |
| Q1 2026 | $2.2M |
| Q1 2026 | $582K |
| Q1 2026 | $246K |
| Q1 2026 | $105K |
| Q1 2026 | $40K |
| Q1 2026 | $112K |
| Q2 2026 | $3.3M |
| Q2 2026 | $333K |
| Q2 2026 | $129K |
| Q2 2026 | $66K |
| Q3 2026 | $2.5M |
| Q3 2026 | $370K |
| Q3 2026 | $113K |
| Q3 2026 | $46K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 28 | — | — |
| Q3 2026 | $46K | 223 | — | — |
| Q3 2026 | $113K | 542 | — | — |
| Q3 2026 | $370K | 1.8K | — | — |
| Q3 2026 | $2.5M | 12.2K | — | — |
| Q2 2026 | $66K | 309 | — | — |
| Q2 2026 | $129K | 606 | — | — |
| Q2 2026 | $333K | 1.6K | — | — |
| Q2 2026 | $3.3M | 15.3K | — | — |
| Q1 2026 | $112K | 585 | — | — |
| Q1 2026 | $40K | 211 | — | — |
| Q1 2026 | $105K | 548 | — | — |
| Q1 2026 | $246K | 1.3K | — | — |
| Q1 2026 | $582K | 3.0K | — | — |
| Q1 2026 | $2.2M | 11.3K | — | — |
| Q4 2025 | $101K | 525 | — | — |
| Q4 2025 | $55K | 286 | — | — |
| Q4 2025 | $109K | 567 | — | — |
| Q4 2025 | $192K | 1.0K | — | — |
| Q4 2025 | $527K | 2.8K | — | — |
| Q4 2025 | $2.1M | 11.1K | — | — |
| Q3 2025 | $69K | 363 | — | — |
| Q3 2025 | $7K | 36 | — | — |
| Q3 2025 | $84K | 441 | — | — |
| Q3 2025 | $69K | 363 | — | — |
| Q3 2025 | $260K | 1.4K | — | — |
| Q3 2025 | $1.3M | 7.0K | — | — |
| Q3 2025 | $146K | 771 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B