SGK
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Steigerwald Gordon & Koch’s Invesco IVZ Stock Holding History

Steigerwald Gordon & Koch’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53 Hold
2
– – ﹤0.01% 759
2026
Q1 		$49 Hold
2
– – ﹤0.01% 773
2025
Q4 		$53 Hold
2
– – ﹤0.01% 907
2025
Q3 		$46 Buy
+2
New +$42 ﹤0.01% 807

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steigerwald Gordon & Koch's IVZ Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Invesco (IVZ) position steady in Q2 2026 at 2 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Steigerwald Gordon & Koch first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Steigerwald Gordon & Koch held 2 shares of Invesco worth $53 as of Q2 2026.
  • Steigerwald Gordon & Koch left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #759 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.