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Marion Wealth Management → IVZ
Marion Wealth Management IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$232K
Q3 2026
Peak value
$21.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.1M |
| Q4 2025 | $9.5M |
| Q4 2025 | $248K |
| Q1 2026 | $19.2M |
| Q1 2026 | $8.1M |
| Q1 2026 | $231K |
| Q2 2026 | $17.1M |
| Q2 2026 | $9.3M |
| Q2 2026 | $234K |
| Q3 2026 | $21.1M |
| Q3 2026 | $9.4M |
| Q3 2026 | $232K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $232K | 9.8K | — | — |
| Q3 2026 | $9.4M | 173.3K | — | — |
| Q3 2026 | $21.1M | 1.09M | — | — |
| Q2 2026 | $234K | 9.6K | — | — |
| Q2 2026 | $9.3M | 171.9K | — | — |
| Q2 2026 | $17.1M | 1.07M | — | — |
| Q1 2026 | $231K | 9.6K | — | — |
| Q1 2026 | $8.1M | 171.0K | — | — |
| Q1 2026 | $19.2M | 1.11M | — | — |
| Q4 2025 | $248K | 10.1K | — | — |
| Q4 2025 | $9.5M | 195.7K | — | — |
| Q4 2025 | $16.1M | 1.12M | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B