Back to IVZ
Wolff Financial Management LLC → IVZ
Wolff Financial Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$696K
Q3 2026
Peak value
$6.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.9M |
| Q4 2025 | $837K |
| Q1 2026 | $4.8M |
| Q1 2026 | $861K |
| Q2 2026 | $6.5M |
| Q2 2026 | $885K |
| Q3 2026 | $5.4M |
| Q3 2026 | $696K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $696K | 9.9K | — | — |
| Q3 2026 | $5.4M | 92.7K | — | — |
| Q2 2026 | $885K | 11.8K | — | — |
| Q2 2026 | $6.5M | 101.2K | — | — |
| Q1 2026 | $861K | 11.8K | — | — |
| Q1 2026 | $4.8M | 102.0K | — | — |
| Q4 2025 | $837K | 11.7K | — | — |
| Q4 2025 | $4.9M | 104.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B