Back to IVZ
Westover Capital Advisors, LLC → IVZ
Westover Capital Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$9.9M
Q3 2026
Peak value
$9.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q4 2025 | $9.1M |
| Q1 2026 | $9.2M |
| Q2 2026 | $9.4M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 416.2K | — | — |
| Q2 2026 | $9.4M | 385.9K | — | — |
| Q1 2026 | $9.2M | 382.8K | — | — |
| Q4 2025 | $9.1M | 372.9K | — | — |
| Q3 2025 | $8.8M | 354.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B