Back to IVZ
WJ Wealth Management, LLC → IVZ
WJ Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$8.7M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.3M |
| Q3 2025 | $8.7M |
| Q4 2025 | $8.7M |
| Q1 2026 | $7.5M |
| Q1 2026 | $5M |
| Q2 2026 | $10.2M |
| Q2 2026 | $5.9M |
| Q3 2026 | $8.8M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 67.4K | — | — |
| Q3 2026 | $8.8M | 57.7K | — | — |
| Q2 2026 | $5.9M | 46.1K | — | — |
| Q2 2026 | $10.2M | 62.9K | — | — |
| Q1 2026 | $5M | 43.2K | — | — |
| Q1 2026 | $7.5M | 67.1K | — | — |
| Q4 2025 | $8.7M | 72.8K | — | — |
| Q3 2025 | $8.7M | 71.7K | — | — |
| Q3 2025 | $11.3M | 93.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
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