Back to IVZ
TRUE Private Wealth Advisors → IVZ
TRUE Private Wealth Advisors IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$35.8M
Q3 2026
Peak value
$39.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $229K |
| Q3 2025 | $39.2M |
| Q4 2025 | $205K |
| Q4 2025 | $38.8M |
| Q1 2026 | $259K |
| Q1 2026 | $38.6M |
| Q2 2026 | $233K |
| Q2 2026 | $36.2M |
| Q3 2026 | $299K |
| Q3 2026 | $35.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35.8M | 172.0K | — | — |
| Q3 2026 | $299K | 15.5K | — | — |
| Q2 2026 | $36.2M | 170.0K | — | — |
| Q2 2026 | $233K | 14.7K | — | — |
| Q1 2026 | $38.6M | 201.2K | — | — |
| Q1 2026 | $259K | 15.0K | — | — |
| Q4 2025 | $38.8M | 202.3K | — | — |
| Q4 2025 | $205K | 15.5K | — | — |
| Q3 2025 | $39.2M | 206.9K | — | — |
| Q3 2025 | $229K | 17.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B