Back to IVZ
Wealth Forward, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$11.9M
Q3 2026
Peak value
$21.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19M |
| Q4 2025 | $19M |
| Q1 2026 | $19.1M |
| Q2 2026 | $21.1M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 57.0K | — | — |
| Q2 2026 | $21.1M | 99.1K | — | — |
| Q1 2026 | $19.1M | 99.7K | — | — |
| Q4 2025 | $19M | 99.2K | — | — |
| Q3 2025 | $19M | 100.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B