Back to IVZ
Prism Advisors, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$1M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12M |
| Q3 2025 | $8.9M |
| Q3 2025 | $1.6M |
| Q4 2025 | $11.7M |
| Q4 2025 | $10.3M |
| Q4 2025 | $945K |
| Q1 2026 | $12.5M |
| Q1 2026 | $11.4M |
| Q1 2026 | $939K |
| Q2 2026 | $12.4M |
| Q2 2026 | $12.7M |
| Q2 2026 | $1.1M |
| Q3 2026 | $12M |
| Q3 2026 | $11.8M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 7.1K | — | — |
| Q3 2026 | $11.8M | 55.9K | — | — |
| Q3 2026 | $12M | 176.5K | — | — |
| Q2 2026 | $1.1M | 7.3K | — | — |
| Q2 2026 | $12.7M | 59.9K | — | — |
| Q2 2026 | $12.4M | 179.1K | — | — |
| Q1 2026 | $939K | 7.3K | — | — |
| Q1 2026 | $11.4M | 59.4K | — | — |
| Q1 2026 | $12.5M | 186.4K | — | — |
| Q4 2025 | $945K | 7.5K | — | — |
| Q4 2025 | $10.3M | 53.7K | — | — |
| Q4 2025 | $11.7M | 166.5K | — | — |
| Q3 2025 | $1.6M | 12.8K | — | — |
| Q3 2025 | $8.9M | 47.1K | — | — |
| Q3 2025 | $12M | 166.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Prism Advisors, Inc. positions
MSFT
$22MDIMENSIONAL INTERNATIONAL VALUE ETF
MSFT
$21.5MDIMENSIONAL INTERNATIONAL VALUE ETF
GS-PD
$21.1MCOLUMBIA EM CORE EX-CHINA ETF
VGES
$21.1MVANGUARD VALUE ETF
VGES
$20.6MVANGUARD VALUE ETF
FPF
$20.3MFIRST TRUST WCM INTERNATIONAL EQUITY ETF
MSFT
$20.2MDIMENSIONAL INTERNATIONAL VALUE ETF
MSFT
$20.1MDIMENSIONAL INTERNATIONAL VALUE ETF