Back to IVZ
McNaughton Wealth Management, LLC → IVZ
McNaughton Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$3.5M
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q4 2025 | $9.9M |
| Q4 2025 | $4.8M |
| Q1 2026 | $4.1M |
| Q1 2026 | $654K |
| Q1 2026 | $4.8M |
| Q2 2026 | $5.1M |
| Q2 2026 | $5.1M |
| Q3 2026 | $4.3M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 23.0K | — | — |
| Q3 2026 | $4.3M | 27.9K | — | — |
| Q2 2026 | $5.1M | 31.7K | — | — |
| Q2 2026 | $5.1M | 28.9K | — | — |
| Q1 2026 | $4.8M | 42.6K | — | — |
| Q1 2026 | $654K | 12.0K | — | — |
| Q1 2026 | $4.1M | 24.8K | — | — |
| Q4 2025 | $4.8M | 40.3K | — | — |
| Q4 2025 | $9.9M | 166.9K | — | — |
| Q4 2025 | $2.7M | 17.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B