Back to IVZ
Sherrill & Hutchins Financial Advisory, Inc → IVZ
Sherrill & Hutchins Financial Advisory, Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$657K
Q3 2026
Peak value
$668K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $595K |
| Q1 2026 | $596K |
| Q2 2026 | $668K |
| Q3 2026 | $657K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $657K | 3.2K | — | — |
| Q2 2026 | $668K | 3.1K | — | — |
| Q1 2026 | $596K | 3.1K | — | — |
| Q4 2025 | $595K | 3.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B