Back to IVZ
SIERRA OCEAN, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$17.9M
Q3 2026
Peak value
$21.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.6M |
| Q4 2025 | $15M |
| Q1 2026 | $14.7M |
| Q2 2026 | $21.5M |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 118.0K | — | — |
| Q2 2026 | $21.5M | 133.3K | — | — |
| Q1 2026 | $14.7M | 130.8K | — | — |
| Q4 2025 | $15M | 125.5K | — | — |
| Q3 2025 | $14.6M | 120.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B