Back to IVZ
Wingate Wealth Advisors, Inc. → IVZ
Wingate Wealth Advisors, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
24
Latest value
$493K
Q3 2026
Peak value
$3.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $363K |
| Q4 2025 | $362K |
| Q4 2025 | $362K |
| Q4 2025 | $360K |
| Q1 2026 | $3.1M |
| Q1 2026 | $667K |
| Q1 2026 | $362K |
| Q1 2026 | $362K |
| Q1 2026 | $363K |
| Q1 2026 | $362K |
| Q2 2026 | $3.5M |
| Q2 2026 | $902K |
| Q2 2026 | $366K |
| Q2 2026 | $365K |
| Q2 2026 | $566K |
| Q2 2026 | $365K |
| Q3 2026 | $3.4M |
| Q3 2026 | $977K |
| Q3 2026 | $524K |
| Q3 2026 | $527K |
| Q3 2026 | $726K |
| Q3 2026 | $493K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $493K | 21.2K | — | — |
| Q3 2026 | $726K | 31.9K | — | — |
| Q3 2026 | $527K | 23.7K | — | — |
| Q3 2026 | $524K | 25.1K | — | — |
| Q3 2026 | $977K | 8.8K | — | — |
| Q3 2026 | $3.4M | 16.5K | — | — |
| Q2 2026 | $365K | 15.4K | — | — |
| Q2 2026 | $566K | 24.2K | — | — |
| Q2 2026 | $365K | 15.8K | — | — |
| Q2 2026 | $366K | 16.7K | — | — |
| Q2 2026 | $902K | 8.0K | — | — |
| Q2 2026 | $3.5M | 16.5K | — | — |
| Q1 2026 | $362K | 15.3K | — | — |
| Q1 2026 | $363K | 15.5K | — | — |
| Q1 2026 | $362K | 15.7K | — | — |
| Q1 2026 | $362K | 16.6K | — | — |
| Q1 2026 | $667K | 6.4K | — | — |
| Q1 2026 | $3.1M | 16.3K | — | — |
| Q4 2025 | $360K | 15.2K | — | — |
| Q4 2025 | $362K | 15.4K | — | — |
| Q4 2025 | $362K | 15.6K | — | — |
| Q4 2025 | $363K | 16.5K | — | — |
| Q4 2025 | $1.1M | 10.8K | — | — |
| Q4 2025 | $2.5M | 12.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B