Back to IVZ
Refined Wealth Management → IVZ
Refined Wealth Management IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$2.6M
Q3 2026
Peak value
$15.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $606K |
| Q1 2026 | $12.6M |
| Q1 2026 | $2.4M |
| Q2 2026 | $14M |
| Q2 2026 | $2.8M |
| Q3 2026 | $15.1M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 17.5K | — | — |
| Q3 2026 | $15.1M | 72.7K | — | — |
| Q2 2026 | $2.8M | 16.4K | — | — |
| Q2 2026 | $14M | 66.0K | — | — |
| Q1 2026 | $2.4M | 16.4K | — | — |
| Q1 2026 | $12.6M | 65.5K | — | — |
| Q4 2025 | $606K | 3.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B