Back to IVZ
Stewardship Advisors, LLC → IVZ
Stewardship Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
19
Latest value
$30.1M
Q3 2026
Peak value
$36.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $24.3M |
| Q4 2025 | $257K |
| Q4 2025 | $5.7M |
| Q4 2025 | $35.8M |
| Q1 2026 | $278K |
| Q1 2026 | $5.5M |
| Q1 2026 | $36.6M |
| Q2 2026 | $284K |
| Q2 2026 | $244K |
| Q2 2026 | $8.1M |
| Q2 2026 | $7.4M |
| Q2 2026 | $29.8M |
| Q3 2026 | $293K |
| Q3 2026 | $243K |
| Q3 2026 | $248K |
| Q3 2026 | $7.5M |
| Q3 2026 | $7M |
| Q3 2026 | $30.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.1M | 233.6K | — | — |
| Q3 2026 | $7M | 325.1K | — | — |
| Q3 2026 | $7.5M | 105.9K | — | — |
| Q3 2026 | $248K | 1.6K | — | — |
| Q3 2026 | $243K | 1.2K | — | — |
| Q3 2026 | $293K | 4.6K | — | — |
| Q2 2026 | $29.8M | 233.6K | — | — |
| Q2 2026 | $7.4M | 315.5K | — | — |
| Q2 2026 | $8.1M | 108.0K | — | — |
| Q2 2026 | $244K | 1.5K | — | — |
| Q2 2026 | $284K | 4.6K | — | — |
| Q1 2026 | $36.6M | 318.9K | — | — |
| Q1 2026 | $5.5M | 240.7K | — | — |
| Q1 2026 | $278K | 5.1K | — | — |
| Q4 2025 | $35.8M | 312.5K | — | — |
| Q4 2025 | $5.7M | 247.1K | — | — |
| Q4 2025 | $257K | 4.3K | — | — |
| Q3 2025 | $24.3M | 219.9K | — | — |
| Q3 2025 | $7.6M | 329.4K | — | — |
Other funds holding IVZ
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$5.2B
$4.9B
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