Back to IVZ
McHugh Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$268K
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.6M |
| Q1 2026 | $7.2M |
| Q1 2026 | $239K |
| Q2 2026 | $8.5M |
| Q2 2026 | $266K |
| Q3 2026 | $8.9M |
| Q3 2026 | $268K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $268K | 2.1K | — | — |
| Q3 2026 | $8.9M | 43.0K | — | — |
| Q2 2026 | $266K | 2.1K | — | — |
| Q2 2026 | $8.5M | 39.9K | — | — |
| Q1 2026 | $239K | 2.1K | — | — |
| Q1 2026 | $7.2M | 37.4K | — | — |
| Q4 2025 | $6.6M | 34.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B