Back to IVZ
WT Wealth Management IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$2.8M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $331K |
| Q3 2025 | $7.2M |
| Q3 2025 | $2.5M |
| Q4 2025 | $4.6M |
| Q4 2025 | $2.6M |
| Q1 2026 | $5.2M |
| Q1 2026 | $2.9M |
| Q2 2026 | $6.4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3M |
| Q3 2026 | $5.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 40.0K | — | — |
| Q3 2026 | $2.1M | 13.7K | — | — |
| Q3 2026 | $5.2M | 33.6K | — | — |
| Q2 2026 | $3M | 39.9K | — | — |
| Q2 2026 | $1.7M | 10.3K | — | — |
| Q2 2026 | $6.4M | 36.0K | — | — |
| Q1 2026 | $2.9M | 39.9K | — | — |
| Q1 2026 | $5.2M | 31.6K | — | — |
| Q4 2025 | $2.6M | 36.5K | — | — |
| Q4 2025 | $4.6M | 29.3K | — | — |
| Q3 2025 | $2.5M | 34.0K | — | — |
| Q3 2025 | $7.2M | 46.3K | — | — |
| Q3 2025 | $331K | 6.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B