Back to IVZ
Schorn Wealth LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$6.4M
Q3 2026
Peak value
$18.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.8M |
| Q3 2025 | $5.7M |
| Q3 2025 | $4.9M |
| Q4 2025 | $16.1M |
| Q4 2025 | $5.9M |
| Q4 2025 | $5M |
| Q1 2026 | $15.6M |
| Q1 2026 | $6.1M |
| Q1 2026 | $4.9M |
| Q2 2026 | $17.9M |
| Q2 2026 | $7.2M |
| Q2 2026 | $7.1M |
| Q3 2026 | $18.2M |
| Q3 2026 | $6.5M |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 42.5K | — | — |
| Q3 2026 | $6.5M | 44.2K | — | — |
| Q3 2026 | $18.2M | 140.9K | — | — |
| Q2 2026 | $7.1M | 43.9K | — | — |
| Q2 2026 | $7.2M | 42.5K | — | — |
| Q2 2026 | $17.9M | 138.8K | — | — |
| Q1 2026 | $4.9M | 44.0K | — | — |
| Q1 2026 | $6.1M | 42.3K | — | — |
| Q1 2026 | $15.6M | 135.6K | — | — |
| Q4 2025 | $5M | 41.7K | — | — |
| Q4 2025 | $5.9M | 42.6K | — | — |
| Q4 2025 | $16.1M | 136.5K | — | — |
| Q3 2025 | $4.9M | 40.8K | — | — |
| Q3 2025 | $5.7M | 42.0K | — | — |
| Q3 2025 | $15.8M | 137.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B