Back to IVZ
WETZEL INVESTMENT ADVISORS, INC. → IVZ
WETZEL INVESTMENT ADVISORS, INC. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$401K
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $435K |
| Q4 2025 | $3M |
| Q4 2025 | $414K |
| Q1 2026 | $2.7M |
| Q1 2026 | $424K |
| Q2 2026 | $3.9M |
| Q2 2026 | $440K |
| Q3 2026 | $3.5M |
| Q3 2026 | $401K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $401K | 5.7K | — | — |
| Q3 2026 | $3.5M | 23.3K | — | — |
| Q2 2026 | $440K | 5.9K | — | — |
| Q2 2026 | $3.9M | 24.0K | — | — |
| Q1 2026 | $424K | 5.8K | — | — |
| Q1 2026 | $2.7M | 24.4K | — | — |
| Q4 2025 | $414K | 5.8K | — | — |
| Q4 2025 | $3M | 24.7K | — | — |
| Q3 2025 | $435K | 5.9K | — | — |
| Q3 2025 | $3M | 24.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B