Back to IVZ
SIGMA INVESTMENT COUNSELORS INC → IVZ
SIGMA INVESTMENT COUNSELORS INC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$3.3M
Q3 2026
Peak value
$46.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q4 2025 | $20.9M |
| Q4 2025 | $3M |
| Q1 2026 | $22.4M |
| Q1 2026 | $3M |
| Q2 2026 | $44.5M |
| Q2 2026 | $3.4M |
| Q3 2026 | $46.1M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 60.6K | — | — |
| Q3 2026 | $46.1M | 221.8K | — | — |
| Q2 2026 | $3.4M | 62.4K | — | — |
| Q2 2026 | $44.5M | 209.1K | — | — |
| Q1 2026 | $3M | 62.6K | — | — |
| Q1 2026 | $22.4M | 116.8K | — | — |
| Q4 2025 | $3M | 64.6K | — | — |
| Q4 2025 | $20.9M | 108.9K | — | — |
| Q3 2025 | $2.9M | 64.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B