Back to IVZ
SimpliFi, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$415K
Q3 2026
Peak value
$36M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $32.9M |
| Q4 2025 | $496K |
| Q1 2026 | $32.8M |
| Q1 2026 | $506K |
| Q2 2026 | $36M |
| Q2 2026 | $512K |
| Q3 2026 | $34M |
| Q3 2026 | $415K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $415K | 19.4K | — | — |
| Q3 2026 | $34M | 163.6K | — | — |
| Q2 2026 | $512K | 23.1K | — | — |
| Q2 2026 | $36M | 169.4K | — | — |
| Q1 2026 | $506K | 22.7K | — | — |
| Q1 2026 | $32.8M | 171.1K | — | — |
| Q4 2025 | $496K | 22.5K | — | — |
| Q4 2025 | $32.9M | 171.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B