Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$62,449
+$35,963 QoQ
Shares Held
552
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,100,888 across 14 Asset Management names. IVZ ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
322 | $309,622 | |
| 2 | BX |
Blackstone Inc.
|
2,210 | $260,050 | |
| 3 | AMP |
Ameriprise Financial Inc
|
342 | $156,895 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,906 | $117,844 | |
| 5 | BGR |
BlackRock Energy & Resources Trust
|
5,800 | $85,956 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
552 | $62,449 | |
| 7 | TROW |
Price T Rowe Group Inc
|
415 | $47,181 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
1,266 | $17,508 |
No Holdings History
No holdings records found for this institution in IVZ.