Back to IVZ
XY Planning Network, Inc. → IVZ
XY Planning Network, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$217K
Q3 2026
Peak value
$13.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $765K |
| Q3 2025 | $1.1M |
| Q4 2025 | $2M |
| Q4 2025 | $1M |
| Q4 2025 | $6M |
| Q4 2025 | $954K |
| Q1 2026 | $1.1M |
| Q1 2026 | $7.5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $302K |
| Q2 2026 | $1.3M |
| Q2 2026 | $206K |
| Q2 2026 | $10.3M |
| Q2 2026 | $1.9M |
| Q3 2026 | $827K |
| Q3 2026 | $1.2M |
| Q3 2026 | $13.3M |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 1.4K | — | — |
| Q3 2026 | $13.3M | 119.1K | — | — |
| Q3 2026 | $1.2M | 6.0K | — | — |
| Q3 2026 | $827K | 13.0K | — | — |
| Q2 2026 | $1.9M | 11.7K | — | — |
| Q2 2026 | $10.3M | 91.4K | — | — |
| Q2 2026 | $206K | 1.2K | — | — |
| Q2 2026 | $1.3M | 6.0K | — | — |
| Q2 2026 | $302K | 4.9K | — | — |
| Q1 2026 | $1.3M | 11.4K | — | — |
| Q1 2026 | $7.5M | 71.4K | — | — |
| Q1 2026 | $1.1M | 6.0K | — | — |
| Q4 2025 | $954K | 8.0K | — | — |
| Q4 2025 | $6M | 58.5K | — | — |
| Q4 2025 | $1M | 5.3K | — | — |
| Q4 2025 | $2M | 33.3K | — | — |
| Q3 2025 | $1.1M | 11.3K | — | — |
| Q3 2025 | $765K | 4.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B