Back to IVZ
Steele Capital Management, Inc. → IVZ
Steele Capital Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$47.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $37.3M |
| Q4 2025 | $3.2M |
| Q1 2026 | $40.9M |
| Q1 2026 | $3.1M |
| Q2 2026 | $47.2M |
| Q2 2026 | $3.5M |
| Q3 2026 | $46.6M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 26.7K | — | — |
| Q3 2026 | $46.6M | 223.9K | — | — |
| Q2 2026 | $3.5M | 26.8K | — | — |
| Q2 2026 | $47.2M | 221.9K | — | — |
| Q1 2026 | $3.1M | 26.7K | — | — |
| Q1 2026 | $40.9M | 213.0K | — | — |
| Q4 2025 | $3.2M | 27.4K | — | — |
| Q4 2025 | $37.3M | 194.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B