Back to IVZ
Wealth Advisory Solutions, LLC → IVZ
Wealth Advisory Solutions, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$28.3M
Q3 2026
Peak value
$29M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13M |
| Q4 2025 | $21.4M |
| Q1 2026 | $26.5M |
| Q2 2026 | $29M |
| Q3 2026 | $28.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.3M | 136.1K | — | — |
| Q2 2026 | $29M | 136.1K | — | — |
| Q1 2026 | $26.5M | 137.9K | — | — |
| Q4 2025 | $21.4M | 111.9K | — | — |
| Q3 2025 | $13M | 68.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B