Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$278,731
+$30,050 QoQ
Shares Held
10,562
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#441
of 663 holders
Holding Since
Dec 2025
3 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, 2026Ironwood Investment Counsel, LLC holds $6,059,392 across 7 Asset Management names. IVZ ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
51,976 | $1,729,241 | |
| 2 | TROW |
Price T Rowe Group Inc
|
15,138 | $1,721,039 | |
| 3 | STT |
State Street Corp
|
5,742 | $973,843 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
43,970 | $829,713 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
7,165 | $279,793 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
10,562 | $278,731 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
730 | $247,032 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,731 | 10,562 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $248,681 | 10,238 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $252,218 | 9,601 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||