Back to IVZ
Wealth Group Ltd IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$4.5M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.6M |
| Q2 2026 | $217K |
| Q2 2026 | $4.9M |
| Q3 2026 | $385K |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 76.0K | — | — |
| Q3 2026 | $385K | 6.0K | — | — |
| Q2 2026 | $4.9M | 76.9K | — | — |
| Q2 2026 | $217K | 3.5K | — | — |
| Q1 2026 | $3.6M | 77.4K | — | — |
| Q4 2025 | $3.6M | 77.9K | — | — |
| Q3 2025 | $3.8M | 79.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B