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SMITH SHELLNUT WILSON LLC /ADV → IVZ
SMITH SHELLNUT WILSON LLC /ADV IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$1.9M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $1.4M |
| Q4 2025 | $3.3M |
| Q4 2025 | $1.7M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.4M |
| Q2 2026 | $3.2M |
| Q2 2026 | $2.2M |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 12.7K | — | — |
| Q3 2026 | $3.1M | 49.3K | — | — |
| Q2 2026 | $2.2M | 13.6K | — | — |
| Q2 2026 | $3.2M | 51.5K | — | — |
| Q1 2026 | $1.4M | 12.6K | — | — |
| Q1 2026 | $2.6M | 47.4K | — | — |
| Q4 2025 | $1.7M | 13.9K | — | — |
| Q4 2025 | $3.3M | 55.7K | — | — |
| Q3 2025 | $1.4M | 11.2K | — | — |
| Q3 2025 | $2.8M | 48.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B