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Sylvest Advisors, LLC → IVZ

Sylvest Advisors, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
6
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$202K
Q1 2026$518K
Q2 2026$276K
Q2 2026$1.4M
Q3 2026$271K
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M30.4K——
Q3 2026$271K1.3K——
Q2 2026$1.4M26.2K——
Q2 2026$276K1.3K——
Q1 2026$518K10.9K——
Q1 2026$202K1.1K——

Other funds holding IVZ

Other Sylvest Advisors, LLC positions

ETHA

ISHARES TR

$32.1M
ETHA

ISHARES TR

$26.1M
ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$24.7M
ETHA

ISHARES TR

$24.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$24.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$24.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.4M