Back to IVZ
Northwest Financial Advisors → IVZ
Northwest Financial Advisors IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
11
Latest value
$20.5M
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $993K |
| Q3 2025 | $391K |
| Q3 2025 | $469K |
| Q4 2025 | $203K |
| Q4 2025 | $449K |
| Q1 2026 | $204K |
| Q1 2026 | $496K |
| Q2 2026 | $232K |
| Q2 2026 | $21.3M |
| Q3 2026 | $229K |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 959.3K | — | — |
| Q3 2026 | $229K | 2.1K | — | — |
| Q2 2026 | $21.3M | 960.1K | — | — |
| Q2 2026 | $232K | 2.1K | — | — |
| Q1 2026 | $496K | 4.8K | — | — |
| Q1 2026 | $204K | 1.1K | — | — |
| Q4 2025 | $449K | 4.4K | — | — |
| Q4 2025 | $203K | 1.1K | — | — |
| Q3 2025 | $469K | 6.4K | — | — |
| Q3 2025 | $391K | 3.7K | — | — |
| Q3 2025 | $993K | 5.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B