Back to IVZ
SOFI WEALTH, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$50.2M
Q3 2026
Peak value
$50.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.1M |
| Q1 2026 | $45.6M |
| Q2 2026 | $50.8M |
| Q3 2026 | $50.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50.2M | 2.35M | — | — |
| Q2 2026 | $50.8M | 2.16M | — | — |
| Q1 2026 | $45.6M | 1.98M | — | — |
| Q4 2025 | $11.1M | 480.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B