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Mader & Shannon Wealth Management, Inc. → IVZ

Mader & Shannon Wealth Management, Inc. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
5
Latest value
$17.6M
Q3 2026
Peak value
$21.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$21.2M
Q4 2025$21.2M
Q1 2026$17.3M
Q2 2026$17.6M
Q3 2026$17.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.6M742.1K——
Q2 2026$17.6M723.4K——
Q1 2026$17.3M722.6K——
Q4 2025$21.2M856.8K——
Q3 2025$21.2M856.8K——

Other funds holding IVZ

Other Mader & Shannon Wealth Management, Inc. positions

ETHA

ISHARES TR

$33.9M
ETHA

ISHARES TR

$33.7M
IAU

ISHARES GOLD TR

$29.5M
IAU

ISHARES GOLD TR

$29.5M
GLD

SPDR GOLD TR

$29.5M
GLD

SPDR GOLD TR

$29.5M
IAU

ISHARES GOLD TR

$29.4M
GLD

SPDR GOLD TR

$29.3M