Back to IVZ
Samalin Investment Counsel, LLC → IVZ
Samalin Investment Counsel, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
17
Latest value
$483K
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $652K |
| Q3 2025 | $1.4M |
| Q3 2025 | $490K |
| Q3 2025 | $219K |
| Q4 2025 | $686K |
| Q4 2025 | $1.5M |
| Q4 2025 | $476K |
| Q4 2025 | $210K |
| Q1 2026 | $634K |
| Q1 2026 | $3.7M |
| Q1 2026 | $386K |
| Q2 2026 | $710K |
| Q2 2026 | $5M |
| Q2 2026 | $610K |
| Q3 2026 | $743K |
| Q3 2026 | $5.2M |
| Q3 2026 | $483K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $483K | 4.4K | — | — |
| Q3 2026 | $5.2M | 25.2K | — | — |
| Q3 2026 | $743K | 11.7K | — | — |
| Q2 2026 | $610K | 4.5K | — | — |
| Q2 2026 | $5M | 23.6K | — | — |
| Q2 2026 | $710K | 11.6K | — | — |
| Q1 2026 | $386K | 4.5K | — | — |
| Q1 2026 | $3.7M | 19.5K | — | — |
| Q1 2026 | $634K | 11.6K | — | — |
| Q4 2025 | $210K | 7.7K | — | — |
| Q4 2025 | $476K | 6.2K | — | — |
| Q4 2025 | $1.5M | 7.8K | — | — |
| Q4 2025 | $686K | 11.6K | — | — |
| Q3 2025 | $219K | 8.0K | — | — |
| Q3 2025 | $490K | 6.5K | — | — |
| Q3 2025 | $1.4M | 7.6K | — | — |
| Q3 2025 | $652K | 11.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B