Back to IVZ
Moran Wealth Management, LLC → IVZ
Moran Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
11
Latest value
$467K
Q3 2026
Peak value
$44.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $906K |
| Q4 2025 | $221K |
| Q4 2025 | $2.1M |
| Q1 2026 | $41.8M |
| Q1 2026 | $257K |
| Q2 2026 | $44.2M |
| Q2 2026 | $41K |
| Q2 2026 | $369K |
| Q3 2026 | $102K |
| Q3 2026 | $31M |
| Q3 2026 | $467K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $467K | 3.1K | — | — |
| Q3 2026 | $31M | 149.0K | — | — |
| Q3 2026 | $102K | 489 | — | — |
| Q2 2026 | $369K | 2.3K | — | — |
| Q2 2026 | $41K | 195 | — | — |
| Q2 2026 | $44.2M | 207.6K | — | — |
| Q1 2026 | $257K | 2.3K | — | — |
| Q1 2026 | $41.8M | 217.5K | — | — |
| Q4 2025 | $2.1M | 29.7K | — | — |
| Q4 2025 | $221K | 1.9K | — | — |
| Q4 2025 | $906K | 4.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B