Back to IVZ
Walser Wealth Management Company, A Ltd Liability Co → IVZ
Walser Wealth Management Company, A Ltd Liability Co IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$389K
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $799K |
| Q4 2025 | $1.1M |
| Q1 2026 | $689K |
| Q2 2026 | $4.9M |
| Q2 2026 | $404K |
| Q3 2026 | $5.9M |
| Q3 2026 | $389K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $389K | 1.9K | — | — |
| Q3 2026 | $5.9M | 305.0K | — | — |
| Q2 2026 | $404K | 1.9K | — | — |
| Q2 2026 | $4.9M | 307.8K | — | — |
| Q1 2026 | $689K | 3.6K | — | — |
| Q4 2025 | $1.1M | 5.6K | — | — |
| Q4 2025 | $799K | 60.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B