Back to IVZ
RIA Advisory Group LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$4.1M
Q3 2026
Peak value
$65.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4M |
| Q3 2025 | $530K |
| Q3 2025 | $481K |
| Q4 2025 | $3.9M |
| Q4 2025 | $402K |
| Q4 2025 | $501K |
| Q1 2026 | $3.6M |
| Q1 2026 | $309K |
| Q1 2026 | $506K |
| Q2 2026 | $4.1M |
| Q2 2026 | $65.2M |
| Q2 2026 | $553K |
| Q3 2026 | $3.8M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 19.8K | — | — |
| Q3 2026 | $3.8M | 59.7K | — | — |
| Q2 2026 | $553K | 10.2K | — | — |
| Q2 2026 | $65.2M | 306.3K | — | — |
| Q2 2026 | $4.1M | 66.7K | — | — |
| Q1 2026 | $506K | 10.6K | — | — |
| Q1 2026 | $309K | 1.6K | — | — |
| Q1 2026 | $3.6M | 65.7K | — | — |
| Q4 2025 | $501K | 10.7K | — | — |
| Q4 2025 | $402K | 2.1K | — | — |
| Q4 2025 | $3.9M | 66.6K | — | — |
| Q3 2025 | $481K | 10.6K | — | — |
| Q3 2025 | $530K | 2.8K | — | — |
| Q3 2025 | $4M | 69.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B