Back to IVZ
STEEL GROVE CAPITAL ADVISORS, LLC → IVZ
STEEL GROVE CAPITAL ADVISORS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$8.7M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $817K |
| Q3 2025 | $4M |
| Q4 2025 | $200K |
| Q4 2025 | $4.6M |
| Q1 2026 | $259K |
| Q1 2026 | $5.4M |
| Q2 2026 | $212K |
| Q2 2026 | $6M |
| Q3 2026 | $248K |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 41.8K | — | — |
| Q3 2026 | $248K | 12.8K | — | — |
| Q2 2026 | $6M | 28.3K | — | — |
| Q2 2026 | $212K | 13.4K | — | — |
| Q1 2026 | $5.4M | 28.1K | — | — |
| Q1 2026 | $259K | 15.0K | — | — |
| Q4 2025 | $4.6M | 24.0K | — | — |
| Q4 2025 | $200K | 15.1K | — | — |
| Q3 2025 | $4M | 21.8K | — | — |
| Q3 2025 | $817K | 62.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B