Back to IVZ
Mascagni Wealth Management, Inc. → IVZ
Mascagni Wealth Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
20
Latest value
$225K
Q3 2026
Peak value
$6.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $987K |
| Q4 2025 | $5.2M |
| Q4 2025 | $4M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.7M |
| Q1 2026 | $3.9M |
| Q2 2026 | $1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $6.1M |
| Q2 2026 | $271K |
| Q2 2026 | $5.6M |
| Q2 2026 | $237K |
| Q3 2026 | $1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $6.2M |
| Q3 2026 | $220K |
| Q3 2026 | $5.5M |
| Q3 2026 | $225K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $225K | 1.6K | — | — |
| Q3 2026 | $5.5M | 36.2K | — | — |
| Q3 2026 | $220K | 1.4K | — | — |
| Q3 2026 | $6.2M | 55.4K | — | — |
| Q3 2026 | $1.1M | 7.8K | — | — |
| Q3 2026 | $1M | 4.9K | — | — |
| Q2 2026 | $237K | 1.6K | — | — |
| Q2 2026 | $5.6M | 34.9K | — | — |
| Q2 2026 | $271K | 1.4K | — | — |
| Q2 2026 | $6.1M | 54.2K | — | — |
| Q2 2026 | $1.3M | 7.5K | — | — |
| Q2 2026 | $1M | 4.8K | — | — |
| Q1 2026 | $3.9M | 34.4K | — | — |
| Q1 2026 | $5.7M | 55.3K | — | — |
| Q1 2026 | $1.1M | 7.4K | — | — |
| Q1 2026 | $1.1M | 5.7K | — | — |
| Q4 2025 | $4M | 33.2K | — | — |
| Q4 2025 | $5.2M | 50.7K | — | — |
| Q4 2025 | $987K | 7.1K | — | — |
| Q4 2025 | $1.2M | 6.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B