Back to IVZ
Planned Solutions, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $371K |
| Q3 2025 | $1.5M |
| Q4 2025 | $347K |
| Q4 2025 | $1.5M |
| Q1 2026 | $361K |
| Q1 2026 | $1.4M |
| Q2 2026 | $377K |
| Q2 2026 | $1.4M |
| Q3 2026 | $6M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 11.7K | — | — |
| Q3 2026 | $6M | 52.7K | — | — |
| Q2 2026 | $1.4M | 11.7K | — | — |
| Q2 2026 | $377K | 3.3K | — | — |
| Q1 2026 | $1.4M | 12.8K | — | — |
| Q1 2026 | $361K | 3.4K | — | — |
| Q4 2025 | $1.5M | 12.8K | — | — |
| Q4 2025 | $347K | 3.4K | — | — |
| Q3 2025 | $1.5M | 12.9K | — | — |
| Q3 2025 | $371K | 3.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Planned Solutions, Inc. positions
ETHA
$39.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$36.3MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SCHW-PJ
$32.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30.2MVANECK MORNINGSTAR WIDE MOAT ETF
SCHW-PJ
$30.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30MVANECK MORNINGSTAR WIDE MOAT ETF