Back to IVZ
Robertson Stephens Wealth Management, LLC → IVZ
Robertson Stephens Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
30
Latest value
$1.2M
Q3 2026
Peak value
$49.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $435K |
| Q3 2025 | $29.1M |
| Q3 2025 | $4.9M |
| Q3 2025 | $674K |
| Q3 2025 | $968K |
| Q4 2025 | $426K |
| Q4 2025 | $29.9M |
| Q4 2025 | $4.3M |
| Q4 2025 | $677K |
| Q4 2025 | $1.1M |
| Q1 2026 | $2.9M |
| Q1 2026 | $426K |
| Q1 2026 | $29.3M |
| Q1 2026 | $1.9M |
| Q1 2026 | $671K |
| Q1 2026 | $1M |
| Q2 2026 | $582K |
| Q2 2026 | $260K |
| Q2 2026 | $49.3M |
| Q2 2026 | $7.8M |
| Q2 2026 | $1.7M |
| Q2 2026 | $687K |
| Q2 2026 | $1.2M |
| Q3 2026 | $224K |
| Q3 2026 | $532K |
| Q3 2026 | $976K |
| Q3 2026 | $48.8M |
| Q3 2026 | $6.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 13.3K | — | — |
| Q3 2026 | $1.3M | 18.4K | — | — |
| Q3 2026 | $6.5M | 42.7K | — | — |
| Q3 2026 | $48.8M | 234.8K | — | — |
| Q3 2026 | $976K | 14.8K | — | — |
| Q3 2026 | $532K | 9.1K | — | — |
| Q3 2026 | $224K | 11.6K | — | — |
| Q2 2026 | $1.2M | 13.1K | — | — |
| Q2 2026 | $687K | 29.2K | — | — |
| Q2 2026 | $1.7M | 22.3K | — | — |
| Q2 2026 | $7.8M | 48.3K | — | — |
| Q2 2026 | $49.3M | 231.9K | — | — |
| Q2 2026 | $260K | 4.0K | — | — |
| Q2 2026 | $582K | 9.1K | — | — |
| Q1 2026 | $1M | 13.1K | — | — |
| Q1 2026 | $671K | 29.2K | — | — |
| Q1 2026 | $1.9M | 26.2K | — | — |
| Q1 2026 | $29.3M | 152.7K | — | — |
| Q1 2026 | $426K | 9.1K | — | — |
| Q1 2026 | $2.9M | 168.5K | — | — |
| Q4 2025 | $1.1M | 12.9K | — | — |
| Q4 2025 | $677K | 29.2K | — | — |
| Q4 2025 | $4.3M | 60.7K | — | — |
| Q4 2025 | $29.9M | 156.3K | — | — |
| Q4 2025 | $426K | 9.1K | — | — |
| Q3 2025 | $968K | 12.4K | — | — |
| Q3 2025 | $674K | 29.2K | — | — |
| Q3 2025 | $4.9M | 67.2K | — | — |
| Q3 2025 | $29.1M | 153.3K | — | — |
| Q3 2025 | $435K | 9.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B