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Whitaker-Myers Wealth Managers, LTD. → IVZ
Whitaker-Myers Wealth Managers, LTD. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$37.9M
Q3 2026
Peak value
$37.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $733K |
| Q3 2025 | $25.2M |
| Q4 2025 | $674K |
| Q4 2025 | $24M |
| Q1 2026 | $656K |
| Q1 2026 | $23.9M |
| Q2 2026 | $645K |
| Q2 2026 | $35.7M |
| Q3 2026 | $610K |
| Q3 2026 | $37.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37.9M | 250.1K | — | — |
| Q3 2026 | $610K | 5.5K | — | — |
| Q2 2026 | $35.7M | 220.8K | — | — |
| Q2 2026 | $645K | 5.7K | — | — |
| Q1 2026 | $23.9M | 212.9K | — | — |
| Q1 2026 | $656K | 6.3K | — | — |
| Q4 2025 | $24M | 201.2K | — | — |
| Q4 2025 | $674K | 6.6K | — | — |
| Q3 2025 | $25.2M | 208.3K | — | — |
| Q3 2025 | $733K | 7.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B