Back to IVZ
Nvest Wealth Strategies, Inc. → IVZ
Nvest Wealth Strategies, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.6M |
| Q1 2026 | $5.3M |
| Q2 2026 | $6.1M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 29.9K | — | — |
| Q2 2026 | $6.1M | 28.7K | — | — |
| Q1 2026 | $5.3M | 27.5K | — | — |
| Q4 2025 | $4.6M | 23.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B