Back to IVZ
Wealth Intelligence, LLC → IVZ
Wealth Intelligence, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$11.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.2M |
| Q4 2025 | $1.4M |
| Q1 2026 | $6.9M |
| Q1 2026 | $1.2M |
| Q2 2026 | $9.4M |
| Q2 2026 | $1.2M |
| Q3 2026 | $11.9M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 18.4K | — | — |
| Q3 2026 | $11.9M | 237.9K | — | — |
| Q2 2026 | $1.2M | 15.8K | — | — |
| Q2 2026 | $9.4M | 188.3K | — | — |
| Q1 2026 | $1.2M | 15.9K | — | — |
| Q1 2026 | $6.9M | 138.2K | — | — |
| Q4 2025 | $1.4M | 20.2K | — | — |
| Q4 2025 | $6.2M | 122.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B