Back to IVZ
Prentice Wealth Management LLC → IVZ
Prentice Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$18.5M
Q3 2026
Peak value
$18.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.3M |
| Q1 2026 | $16M |
| Q2 2026 | $18.4M |
| Q3 2026 | $18.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.5M | 143.1K | — | — |
| Q2 2026 | $18.4M | 142.6K | — | — |
| Q1 2026 | $16M | 138.9K | — | — |
| Q4 2025 | $17.3M | 146.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B