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Madrona Financial Services, LLC → IVZ

Madrona Financial Services, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
8
Latest value
$14.5M
Q3 2026
Peak value
$14.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q4 2025$12.3M
Q1 2026$1M
Q1 2026$13.1M
Q2 2026$1.2M
Q2 2026$14M
Q3 2026$7.3M
Q3 2026$14.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.5M129.7K——
Q3 2026$7.3M114.8K——
Q2 2026$14M124.0K——
Q2 2026$1.2M19.2K——
Q1 2026$13.1M127.2K——
Q1 2026$1M19.2K——
Q4 2025$12.3M120.4K——
Q4 2025$1.2M20.4K——

Other funds holding IVZ

Other Madrona Financial Services, LLC positions

ETHA

ISHARES TR

$67.5M
ETHA

ISHARES TR

$63.5M
ETHA

ISHARES TR

$61.8M
ETHA

ISHARES TR

$53.1M
QQQ

INVESCO QQQ TR

$47.2M
QQQ

INVESCO QQQ TR

$44.8M
QQQ

INVESCO QQQ TR

$40.5M
QQQ

INVESCO QQQ TR

$37.7M