Back to IVZ
Rockport Wealth LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$456K
Q3 2026
Peak value
$24.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.2M |
| Q4 2025 | $420K |
| Q1 2026 | $11M |
| Q1 2026 | $420K |
| Q2 2026 | $17.3M |
| Q2 2026 | $466K |
| Q3 2026 | $24.1M |
| Q3 2026 | $456K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $456K | 2.2K | — | — |
| Q3 2026 | $24.1M | 365.7K | — | — |
| Q2 2026 | $466K | 2.2K | — | — |
| Q2 2026 | $17.3M | 267.5K | — | — |
| Q1 2026 | $420K | 2.2K | — | — |
| Q1 2026 | $11M | 242.4K | — | — |
| Q4 2025 | $420K | 2.2K | — | — |
| Q4 2025 | $8.2M | 181.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B