Back to IVZ
WESPAC Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
26
Latest value
$602K
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q3 2025 | $507K |
| Q3 2025 | $612K |
| Q4 2025 | $239K |
| Q4 2025 | $1.6M |
| Q4 2025 | $301K |
| Q4 2025 | $509K |
| Q4 2025 | $612K |
| Q1 2026 | $2.5M |
| Q1 2026 | $2M |
| Q1 2026 | $299K |
| Q1 2026 | $507K |
| Q1 2026 | $612K |
| Q2 2026 | $212K |
| Q2 2026 | $7.9M |
| Q2 2026 | $250K |
| Q2 2026 | $299K |
| Q2 2026 | $508K |
| Q2 2026 | $612K |
| Q3 2026 | $743K |
| Q3 2026 | $499K |
| Q3 2026 | $680K |
| Q3 2026 | $239K |
| Q3 2026 | $289K |
| Q3 2026 | $494K |
| Q3 2026 | $602K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $602K | 25.9K | — | — |
| Q3 2026 | $494K | 21.7K | — | — |
| Q3 2026 | $289K | 13.0K | — | — |
| Q3 2026 | $239K | 11.4K | — | — |
| Q3 2026 | $680K | 4.5K | — | — |
| Q3 2026 | $499K | 2.4K | — | — |
| Q3 2026 | $743K | 38.5K | — | — |
| Q2 2026 | $612K | 25.9K | — | — |
| Q2 2026 | $508K | 21.7K | — | — |
| Q2 2026 | $299K | 13.0K | — | — |
| Q2 2026 | $250K | 11.4K | — | — |
| Q2 2026 | $7.9M | 37.1K | — | — |
| Q2 2026 | $212K | 3.5K | — | — |
| Q1 2026 | $612K | 25.9K | — | — |
| Q1 2026 | $507K | 21.7K | — | — |
| Q1 2026 | $299K | 13.0K | — | — |
| Q1 2026 | $2M | 10.5K | — | — |
| Q1 2026 | $2.5M | 142.0K | — | — |
| Q4 2025 | $612K | 25.9K | — | — |
| Q4 2025 | $509K | 21.7K | — | — |
| Q4 2025 | $301K | 13.0K | — | — |
| Q4 2025 | $1.6M | 8.3K | — | — |
| Q4 2025 | $239K | 4.0K | — | — |
| Q3 2025 | $612K | 25.9K | — | — |
| Q3 2025 | $507K | 21.7K | — | — |
| Q3 2025 | $2.5M | 13.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B