Back to IVZ
StoneCrest Wealth Management, Inc. → IVZ
StoneCrest Wealth Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$15.3M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.9M |
| Q1 2026 | $10.4M |
| Q2 2026 | $7.1M |
| Q2 2026 | $16.4M |
| Q3 2026 | $6.9M |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 101.2K | — | — |
| Q3 2026 | $6.9M | 67.7K | — | — |
| Q2 2026 | $16.4M | 101.7K | — | — |
| Q2 2026 | $7.1M | 68.3K | — | — |
| Q1 2026 | $10.4M | 92.5K | — | — |
| Q4 2025 | $10.9M | 91.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B