Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$515,528
+$27,907 QoQ
Shares Held
19,535
-2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#355
of 667 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ARVEST INVESTMENTS, INC. holds $2,021,534 across 3 Asset Management names. IVZ ranks #3 (25.5% of the industry book) .
All Filings in IVZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,528 | 19,535 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $487,621 | 20,075 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $540,846 | 20,588 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $504,060 | 21,973 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $349,810 | 22,182 | Shares | Sole | 2025-07-03 | |
| No filing history on record for this holder in this stock. | ||||||