Back to IVZ
Montz Harcus Wealth Management LLC → IVZ
Montz Harcus Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$19.3M
Q3 2026
Peak value
$19.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $560K |
| Q3 2025 | $14M |
| Q4 2025 | $568K |
| Q4 2025 | $14.7M |
| Q1 2026 | $668K |
| Q1 2026 | $15.8M |
| Q2 2026 | $221K |
| Q2 2026 | $733K |
| Q2 2026 | $18.6M |
| Q3 2026 | $225K |
| Q3 2026 | $718K |
| Q3 2026 | $19.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.3M | 354.1K | — | — |
| Q3 2026 | $718K | 3.5K | — | — |
| Q3 2026 | $225K | 3.4K | — | — |
| Q2 2026 | $18.6M | 344.8K | — | — |
| Q2 2026 | $733K | 3.4K | — | — |
| Q2 2026 | $221K | 3.4K | — | — |
| Q1 2026 | $15.8M | 331.9K | — | — |
| Q1 2026 | $668K | 3.5K | — | — |
| Q4 2025 | $14.7M | 312.8K | — | — |
| Q4 2025 | $568K | 3.0K | — | — |
| Q3 2025 | $14M | 309.2K | — | — |
| Q3 2025 | $560K | 3.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B