Back to IVZ

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV → IVZ

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
18
Latest value
$7K
Q3 2026
Peak value
$18M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$93K
Q4 2025$1M
Q4 2025$94K
Q4 2025$7K
Q1 2026$96K
Q1 2026$3K
Q1 2026$18M
Q1 2026$95K
Q1 2026$7K
Q2 2026$61K
Q2 2026$5K
Q2 2026$14.1M
Q2 2026$108K
Q2 2026$7K
Q3 2026$62K
Q3 2026$14.2M
Q3 2026$109K
Q3 2026$7K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7K302——
Q3 2026$109K2.0K——
Q3 2026$14.2M68.1K——
Q3 2026$62K540——
Q2 2026$7K302——
Q2 2026$108K2.0K——
Q2 2026$14.1M66.2K——
Q2 2026$5K70——
Q2 2026$61K540——
Q1 2026$7K302——
Q1 2026$95K2.0K——
Q1 2026$18M93.5K——
Q1 2026$3K70——
Q1 2026$96K895——
Q4 2025$7K302——
Q4 2025$94K2.0K——
Q4 2025$1M5.3K——
Q4 2025$93K895——

Other funds holding IVZ

Other WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV positions

LEO

BNY MELLON ETF TRUST

$56M
LEO

BNY MELLON ETF TRUST

$52.4M
STT-PG

SPDR SERIES TRUST

$48.4M
ETHA

ISHARES TR

$47M
SPY

STATE STR SPDR S&P 500 ETF T

$45.8M
SPY

STATE STR SPDR S&P 500 ETF T

$44.7M
SPY

SPDR S&P 500 ETF TR

$43.9M
ETHA

ISHARES TR

$43.2M
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV IVZ Holdings: 13F Position History | Track13F