Back to IVZ
Mowery & Schoenfeld Wealth Management, LLC → IVZ
Mowery & Schoenfeld Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$8.5M
Q3 2026
Peak value
$8.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q1 2026 | $5M |
| Q2 2026 | $7M |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 156.7K | — | — |
| Q2 2026 | $7M | 129.1K | — | — |
| Q1 2026 | $5M | 105.5K | — | — |
| Q4 2025 | $3.8M | 80.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B