Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$91,758
+$7,302 QoQ
Shares Held
3,477
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#504
of 667 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PROFFITT & GOODSON INC holds $107,381 across 4 Asset Management names. IVZ ranks #1 (85.5% of the industry book) .
All Filings in IVZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,758 | 3,477 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $84,456 | 3,477 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $96,305 | 3,666 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $95,568 | 4,166 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $72,636 | 4,606 | Shares | Sole | 2025-07-23 | |
| 2022-12-31 | $482,114 | 26,799 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $272,794 | 19,912 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $289,372 | 17,940 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $388,076 | 16,829 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $402,803 | 17,498 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $528,129 | 21,905 | Shares | Sole | 2021-11-01 | |
| 2020-06-30 | $8,037 | 747 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,782 | 747 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||