Back to IVZ
RMG Wealth Management LLC → IVZ
RMG Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
11
Latest value
$22K
Q3 2026
Peak value
$86.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $61.8M |
| Q3 2025 | $117K |
| Q4 2025 | $125K |
| Q4 2025 | $66.9M |
| Q1 2026 | $86.5M |
| Q1 2026 | $135K |
| Q2 2026 | $144K |
| Q3 2026 | $84.8M |
| Q3 2026 | $124K |
| Q3 2026 | $145K |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 154 | — | — |
| Q3 2026 | $145K | 2.6K | — | — |
| Q3 2026 | $124K | 571 | — | — |
| Q3 2026 | $84.8M | 1.33M | — | — |
| Q2 2026 | $144K | 2.6K | — | — |
| Q1 2026 | $135K | 2.6K | — | — |
| Q1 2026 | $86.5M | 1.47M | — | — |
| Q4 2025 | $66.9M | 1.41M | — | — |
| Q4 2025 | $125K | 2.6K | — | — |
| Q3 2025 | $117K | 2.6K | — | — |
| Q3 2025 | $61.8M | 1.37M | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other RMG Wealth Management LLC positions
SCHW-PJ
$209.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$206.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
VGES
$195.3MVANGUARD MORNINGSTAR VALUE ETF
VGES
$192.6MVANGUARD MORNINGSTAR VALUE ETF
SCHW-PJ
$184.8MSCHWAB U.S. LARGE-CAP GROWTH ETF
VGES
$166.5MVANGUARD VALUE INDEX FUND ETF SHARES
SCHW-PJ
$162.8MSCHWAB US LARGE CAP GROWTH ETF
SCHW-PJ
$158.8MSCHWAB US LARGE CAP GROWTH ETF