Back to IVZ

Tiller Private Wealth, Inc. → IVZ

Tiller Private Wealth, Inc. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
8
Latest value
$31.6M
Q3 2026
Peak value
$31.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$359K
Q4 2025$23.6M
Q1 2026$357K
Q1 2026$24.9M
Q2 2026$486K
Q2 2026$29.2M
Q3 2026$373K
Q3 2026$31.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31.6M152.1K——
Q3 2026$373K5.7K——
Q2 2026$29.2M137.5K——
Q2 2026$486K7.5K——
Q1 2026$24.9M129.9K——
Q1 2026$357K7.9K——
Q4 2025$23.6M123.1K——
Q4 2025$359K7.9K——

Other funds holding IVZ

Other Tiller Private Wealth, Inc. positions

ETHA

ISHARES TR

$59.3M
ETHA

ISHARES TR

$59.3M
ETHA

ISHARES TR

$54.1M
ETHA

ISHARES TR

$52.7M
SPY

STATE STR SPDR S&P 500 ETF T

$48.1M
SPY

STATE STR SPDR S&P 500 ETF T

$46.2M
SPY

SPDR S&P 500 ETF TR

$41.7M
SPY

STATE STR SPDR S&P 500 ETF T

$39.9M