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Maltin Wealth Management, Inc. → IVZ

Maltin Wealth Management, Inc. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
10
Latest value
$5.2M
Q3 2026
Peak value
$8.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4M
Q3 2025$6.9M
Q4 2025$4.1M
Q4 2025$7.6M
Q1 2026$4M
Q1 2026$7.8M
Q2 2026$4.2M
Q2 2026$8.1M
Q3 2026$4M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M206.3K——
Q3 2026$4M19.3K——
Q2 2026$8.1M300.1K——
Q2 2026$4.2M19.6K——
Q1 2026$7.8M290.2K——
Q1 2026$4M20.7K——
Q4 2025$7.6M280.3K——
Q4 2025$4.1M21.4K——
Q3 2025$6.9M253.6K——
Q3 2025$4M21.1K——

Other funds holding IVZ

Other Maltin Wealth Management, Inc. positions

VGES

VANGUARD INTL EQUITY INDEX F

$10.5M
ETHA

ISHARES TR

$10.2M
VGES

VANGUARD INTL EQUITY INDEX F

$10.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.8M
ETHA

ISHARES TR

$9.6M
IAU

ISHARES GOLD TR

$9.5M
VGES

VANGUARD INTL EQUITY INDEX F

$9.2M
IAU

ISHARES GOLD TR

$8.9M