Holdings in IVZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$17,972,515 |
684,146 |
+722.9%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$1,907,254 |
83,141 |
-14.9%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$1,541,280 |
97,735 |
-22.0%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$1,900,148 |
125,257 |
-78.5%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$10,195,262 |
583,253 |
-11.6%
|
Shares |
Sole |
2025-02-12 |
| 2024-09-30 |
$11,585,122 |
659,745 |
+756.9%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$1,151,860 |
76,996 |
-65.7%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$3,726,512 |
224,624 |
+137.3%
|
Shares |
Sole |
2024-05-14 |
| 2023-12-31 |
$1,688,716 |
94,659 |
+26.9%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$1,082,843 |
74,576 |
+140.7%
|
Shares |
Sole |
2023-11-13 |
| 2022-06-30 |
$499,755 |
30,983 |
-69.3%
|
Shares |
Sole |
2022-08-11 |
| 2021-12-31 |
$2,320,669 |
100,811 |
+28.6%
|
Shares |
Sole |
2022-02-14 |
| 2021-06-30 |
$2,095,658 |
78,401 |
+309.3%
|
Shares |
Sole |
2021-08-12 |
| 2020-03-31 |
$173,909 |
19,153 |
—
|
Shares |
Sole |
2020-05-08 |
