Back to IVZ
Mosley Wealth Management → IVZ
Mosley Wealth Management IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
20
Latest value
$1.3M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $269K |
| Q4 2025 | $286K |
| Q1 2026 | $5K |
| Q1 2026 | $119K |
| Q1 2026 | $113K |
| Q1 2026 | $276K |
| Q1 2026 | $232K |
| Q1 2026 | $64K |
| Q2 2026 | $42K |
| Q2 2026 | $965K |
| Q2 2026 | $32K |
| Q2 2026 | $52K |
| Q2 2026 | $6M |
| Q2 2026 | $1.1M |
| Q3 2026 | $41K |
| Q3 2026 | $1M |
| Q3 2026 | $33K |
| Q3 2026 | $40K |
| Q3 2026 | $6.3M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 14.1K | — | — |
| Q3 2026 | $6.3M | 263.8K | — | — |
| Q3 2026 | $40K | 467 | — | — |
| Q3 2026 | $33K | 586 | — | — |
| Q3 2026 | $1M | 47.3K | — | — |
| Q3 2026 | $41K | 353 | — | — |
| Q2 2026 | $1.1M | 12.5K | — | — |
| Q2 2026 | $6M | 245.6K | — | — |
| Q2 2026 | $52K | 556 | — | — |
| Q2 2026 | $32K | 586 | — | — |
| Q2 2026 | $965K | 43.5K | — | — |
| Q2 2026 | $42K | 372 | — | — |
| Q1 2026 | $64K | 703 | — | — |
| Q1 2026 | $232K | 9.4K | — | — |
| Q1 2026 | $276K | 3.5K | — | — |
| Q1 2026 | $113K | 5.3K | — | — |
| Q1 2026 | $119K | 1.1K | — | — |
| Q1 2026 | $5K | 24 | — | — |
| Q4 2025 | $286K | 11.5K | — | — |
| Q4 2025 | $269K | 3.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
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