Back to IVZ
RM Financial Services, LLC → IVZ
RM Financial Services, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$3.5M
Q3 2026
Peak value
$7.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $3.1M |
| Q1 2026 | $5.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $4.1M |
| Q2 2026 | $7.6M |
| Q2 2026 | $1.8M |
| Q2 2026 | $4.1M |
| Q3 2026 | $6.6M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 50.4K | — | — |
| Q3 2026 | $1.9M | 29.6K | — | — |
| Q3 2026 | $6.6M | 43.0K | — | — |
| Q2 2026 | $4.1M | 50.9K | — | — |
| Q2 2026 | $1.8M | 29.6K | — | — |
| Q2 2026 | $7.6M | 43.1K | — | — |
| Q1 2026 | $4.1M | 50.4K | — | — |
| Q1 2026 | $1.6M | 30.0K | — | — |
| Q1 2026 | $5.9M | 35.6K | — | — |
| Q4 2025 | $3.1M | 41.2K | — | — |
| Q4 2025 | $1.8M | 30.4K | — | — |
| Q4 2025 | $4.8M | 30.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B