Back to IVZ

Virginia Estate & Retirement Planning Advisors Inc. → IVZ

Virginia Estate & Retirement Planning Advisors Inc. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
3
Latest value
$3K
Q3 2026
Peak value
$2.8M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$2.8M
Q3 2026$2.7M
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K39——
Q3 2026$2.7M12.9K——
Q2 2026$2.8M31.2K——

Other funds holding IVZ

Other Virginia Estate & Retirement Planning Advisors Inc. positions

ETHA

ISHARES TR

$34.4M
ETHA

ISHARES TR

$23.3M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$14.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.9M
VGES

VANGUARD INDEX FDS

$9.8M
VGES

VANGUARD INDEX FDS

$9.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.7M