Back to IVZ
ShoreHaven Wealth Partners, LLC → IVZ
ShoreHaven Wealth Partners, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$1.7M
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13M |
| Q3 2025 | $762K |
| Q4 2025 | $13.7M |
| Q4 2025 | $819K |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $2.6M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 80.4K | — | — |
| Q3 2026 | $1.6M | 25.0K | — | — |
| Q2 2026 | $2.6M | 110.4K | — | — |
| Q2 2026 | $1.6M | 26.1K | — | — |
| Q1 2026 | $2.4M | 103.3K | — | — |
| Q1 2026 | $1.6M | 28.5K | — | — |
| Q4 2025 | $819K | 35.3K | — | — |
| Q4 2025 | $13.7M | 231.3K | — | — |
| Q3 2025 | $762K | 33.0K | — | — |
| Q3 2025 | $13M | 225.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B