Back to IVZ
Wellington Shields & Co., LLC → IVZ
Wellington Shields & Co., LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $430K |
| Q3 2025 | $594K |
| Q3 2025 | $40K |
| Q4 2025 | $494K |
| Q4 2025 | $287K |
| Q4 2025 | $40K |
| Q4 2025 | $406K |
| Q1 2026 | $532K |
| Q1 2026 | $272K |
| Q1 2026 | $40K |
| Q1 2026 | $485K |
| Q2 2026 | $553K |
| Q2 2026 | $281K |
| Q2 2026 | $45K |
| Q2 2026 | $416K |
| Q2 2026 | $919K |
| Q2 2026 | $376K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 7.5K | — | — |
| Q2 2026 | $376K | 2.8K | — | — |
| Q2 2026 | $919K | 4.9K | — | — |
| Q2 2026 | $416K | 4.0K | — | — |
| Q2 2026 | $45K | 211 | — | — |
| Q2 2026 | $281K | 4.1K | — | — |
| Q2 2026 | $553K | 3.1K | — | — |
| Q1 2026 | $485K | 5.1K | — | — |
| Q1 2026 | $40K | 210 | — | — |
| Q1 2026 | $272K | 4.1K | — | — |
| Q1 2026 | $532K | 3.2K | — | — |
| Q4 2025 | $406K | 5.1K | — | — |
| Q4 2025 | $40K | 209 | — | — |
| Q4 2025 | $287K | 4.1K | — | — |
| Q4 2025 | $494K | 3.2K | — | — |
| Q3 2025 | $40K | 208 | — | — |
| Q3 2025 | $594K | 8.2K | — | — |
| Q3 2025 | $430K | 2.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B