Position in IVZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,360,330
+$183,390 QoQ
Shares Held
343,905
+0.9% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026Windsor Capital Management, LLC holds $10,529,496 across 3 Asset Management names. IVZ ranks #1 (79.4% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.