Back to IVZ
Planning Strategies Inc. → IVZ
Planning Strategies Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$1K
Q3 2026
Peak value
$4.4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $316K |
| Q2 2026 | $3.9M |
| Q2 2026 | $34K |
| Q2 2026 | $245K |
| Q2 2026 | $13K |
| Q2 2026 | $49K |
| Q2 2026 | $924 |
| Q3 2026 | $1K |
| Q3 2026 | $497K |
| Q3 2026 | $4.4M |
| Q3 2026 | $30K |
| Q3 2026 | $13K |
| Q3 2026 | $49K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 40 | — | — |
| Q3 2026 | $49K | 381 | — | — |
| Q3 2026 | $13K | 92 | — | — |
| Q3 2026 | $30K | 202 | — | — |
| Q3 2026 | $4.4M | 33.9K | — | — |
| Q3 2026 | $497K | 2.4K | — | — |
| Q3 2026 | $1K | 59 | — | — |
| Q2 2026 | $924 | 35 | — | — |
| Q2 2026 | $49K | 381 | — | — |
| Q2 2026 | $13K | 92 | — | — |
| Q2 2026 | $245K | 2.6K | — | — |
| Q2 2026 | $34K | 202 | — | — |
| Q2 2026 | $3.9M | 30.2K | — | — |
| Q2 2026 | $316K | 1.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF