Back to IVZ
Rolek Wealth Management LLC → IVZ
Rolek Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
3
Latest value
$552K
Q3 2026
Peak value
$564K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $203K |
| Q2 2026 | $564K |
| Q3 2026 | $552K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $552K | 2.7K | — | — |
| Q2 2026 | $564K | 2.6K | — | — |
| Q1 2026 | $203K | 1.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B