Back to IVZ
Sarver Vrooman Wealth Advisors → IVZ
Sarver Vrooman Wealth Advisors IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
27
Latest value
$840K
Q3 2026
Peak value
$855K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $38K |
| Q3 2025 | $147K |
| Q3 2025 | $851K |
| Q3 2025 | $846K |
| Q4 2025 | $38K |
| Q4 2025 | $7K |
| Q4 2025 | $109K |
| Q4 2025 | $109K |
| Q4 2025 | $383K |
| Q4 2025 | $145K |
| Q4 2025 | $26K |
| Q4 2025 | $855K |
| Q4 2025 | $855K |
| Q4 2025 | $850K |
| Q4 2025 | $850K |
| Q1 2026 | $119K |
| Q1 2026 | $136K |
| Q1 2026 | $849K |
| Q1 2026 | $853K |
| Q2 2026 | $133K |
| Q2 2026 | $189K |
| Q2 2026 | $854K |
| Q2 2026 | $854K |
| Q3 2026 | $134K |
| Q3 2026 | $299K |
| Q3 2026 | $815K |
| Q3 2026 | $840K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $840K | 36.1K | — | — |
| Q3 2026 | $815K | 39.0K | — | — |
| Q3 2026 | $299K | 2.0K | — | — |
| Q3 2026 | $134K | 1.2K | — | — |
| Q2 2026 | $854K | 36.1K | — | — |
| Q2 2026 | $854K | 39.0K | — | — |
| Q2 2026 | $189K | 1.2K | — | — |
| Q2 2026 | $133K | 1.2K | — | — |
| Q1 2026 | $853K | 36.0K | — | — |
| Q1 2026 | $849K | 38.9K | — | — |
| Q1 2026 | $136K | 1.2K | — | — |
| Q1 2026 | $119K | 1.2K | — | — |
| Q4 2025 | $850K | 35.9K | — | — |
| Q4 2025 | $850K | 35.9K | — | — |
| Q4 2025 | $855K | 38.8K | — | — |
| Q4 2025 | $855K | 38.8K | — | — |
| Q4 2025 | $26K | 974 | — | — |
| Q4 2025 | $145K | 1.2K | — | — |
| Q4 2025 | $383K | 3.2K | — | — |
| Q4 2025 | $109K | 1.1K | — | — |
| Q4 2025 | $109K | 1.1K | — | — |
| Q4 2025 | $7K | 51 | — | — |
| Q4 2025 | $38K | 334 | — | — |
| Q3 2025 | $846K | 35.8K | — | — |
| Q3 2025 | $851K | 38.8K | — | — |
| Q3 2025 | $147K | 1.2K | — | — |
| Q3 2025 | $38K | 361 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
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