Back to IVZ
Partnership Wealth Management, LLC → IVZ
Partnership Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$23M
Q3 2026
Peak value
$25.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.7M |
| Q4 2025 | $11.5M |
| Q1 2026 | $22.1M |
| Q2 2026 | $25.3M |
| Q3 2026 | $23M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23M | 110.5K | — | — |
| Q2 2026 | $25.3M | 118.8K | — | — |
| Q1 2026 | $22.1M | 115.4K | — | — |
| Q4 2025 | $11.5M | 60.1K | — | — |
| Q3 2025 | $10.7M | 56.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B