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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steigerwald Gordon & Koch's IVZ Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Invesco (IVZ) position steady in Q1 2026 at 2 shares worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Steigerwald Gordon & Koch first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $53 in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Steigerwald Gordon & Koch held 2 shares of Invesco worth $49 as of Q1 2026.
  • Steigerwald Gordon & Koch left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #773 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Invesco position peaked at $53 in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.