Back to IVZ
West Wealth Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$9.2M
Q3 2026
Peak value
$12.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $2M |
| Q1 2026 | $10.2M |
| Q2 2026 | $12.1M |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 428.3K | — | — |
| Q2 2026 | $12.1M | 514.2K | — | — |
| Q1 2026 | $10.2M | 442.8K | — | — |
| Q4 2025 | $2M | 84.5K | — | — |
| Q3 2025 | $1.6M | 69.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B