Back to IVZ
Stone Summit Wealth LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$6.2M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q4 2025 | $6.1M |
| Q1 2026 | $6.2M |
| Q2 2026 | $6.7M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 30.0K | — | — |
| Q2 2026 | $6.7M | 31.6K | — | — |
| Q1 2026 | $6.2M | 32.1K | — | — |
| Q4 2025 | $6.1M | 31.6K | — | — |
| Q3 2025 | $5.9M | 31.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B