Back to IVZ
Oceanside Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $3.2M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3.7M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 154.3K | — | — |
| Q2 2026 | $3.7M | 137.0K | — | — |
| Q1 2026 | $3.5M | 128.7K | — | — |
| Q4 2025 | $3.2M | 116.1K | — | — |
| Q3 2025 | $3.1M | 111.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B