Back to IVZ
Trueblood Wealth Management, LLC → IVZ
Trueblood Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$844K
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $161K |
| Q4 2025 | $4.3M |
| Q4 2025 | $1.2M |
| Q1 2026 | $211K |
| Q1 2026 | $4.6M |
| Q1 2026 | $226K |
| Q1 2026 | $1.1M |
| Q2 2026 | $194K |
| Q2 2026 | $5.4M |
| Q2 2026 | $360K |
| Q2 2026 | $1.1M |
| Q3 2026 | $235K |
| Q3 2026 | $5.5M |
| Q3 2026 | $282K |
| Q3 2026 | $844K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $844K | 12.0K | — | — |
| Q3 2026 | $282K | 2.6K | — | — |
| Q3 2026 | $5.5M | 26.7K | — | — |
| Q3 2026 | $235K | 12.2K | — | — |
| Q2 2026 | $1.1M | 15.0K | — | — |
| Q2 2026 | $360K | 2.6K | — | — |
| Q2 2026 | $5.4M | 25.3K | — | — |
| Q2 2026 | $194K | 12.2K | — | — |
| Q1 2026 | $1.1M | 15.0K | — | — |
| Q1 2026 | $226K | 2.6K | — | — |
| Q1 2026 | $4.6M | 24.0K | — | — |
| Q1 2026 | $211K | 12.2K | — | — |
| Q4 2025 | $1.2M | 16.5K | — | — |
| Q4 2025 | $4.3M | 22.6K | — | — |
| Q4 2025 | $161K | 12.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B