Back to IVZ
Sightline Wealth Advisors, LLC → IVZ
Sightline Wealth Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$18.8M
Q3 2026
Peak value
$24.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.4M |
| Q3 2025 | $415K |
| Q4 2025 | $21.4M |
| Q4 2025 | $433K |
| Q1 2026 | $20.6M |
| Q1 2026 | $440K |
| Q2 2026 | $22.5M |
| Q2 2026 | $502K |
| Q3 2026 | $18.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.8M | 90.3K | — | — |
| Q2 2026 | $502K | 9.3K | — | — |
| Q2 2026 | $22.5M | 105.8K | — | — |
| Q1 2026 | $440K | 9.3K | — | — |
| Q1 2026 | $20.6M | 107.5K | — | — |
| Q4 2025 | $433K | 9.2K | — | — |
| Q4 2025 | $21.4M | 111.5K | — | — |
| Q3 2025 | $415K | 9.2K | — | — |
| Q3 2025 | $24.4M | 128.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B