Back to IVZ
STEINBERGANNA WEALTH MANAGEMENT → IVZ
STEINBERGANNA WEALTH MANAGEMENT IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$341K
Q3 2026
Peak value
$5.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $724K |
| Q4 2025 | $5.2M |
| Q4 2025 | $561K |
| Q1 2026 | $216K |
| Q1 2026 | $726K |
| Q1 2026 | $5.2M |
| Q1 2026 | $359K |
| Q2 2026 | $229K |
| Q2 2026 | $992K |
| Q2 2026 | $5.8M |
| Q2 2026 | $364K |
| Q3 2026 | $231K |
| Q3 2026 | $907K |
| Q3 2026 | $5.5M |
| Q3 2026 | $341K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $341K | 4.8K | — | — |
| Q3 2026 | $5.5M | 26.5K | — | — |
| Q3 2026 | $907K | 15.5K | — | — |
| Q3 2026 | $231K | 2.0K | — | — |
| Q2 2026 | $364K | 4.9K | — | — |
| Q2 2026 | $5.8M | 27.3K | — | — |
| Q2 2026 | $992K | 15.5K | — | — |
| Q2 2026 | $229K | 2.0K | — | — |
| Q1 2026 | $359K | 4.9K | — | — |
| Q1 2026 | $5.2M | 27.2K | — | — |
| Q1 2026 | $726K | 15.5K | — | — |
| Q1 2026 | $216K | 2.0K | — | — |
| Q4 2025 | $561K | 7.9K | — | — |
| Q4 2025 | $5.2M | 27.2K | — | — |
| Q4 2025 | $724K | 15.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B