Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,032,038
+$197,895 QoQ
Shares Held
19,021
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Madrona Financial Services, LLC holds $2,745,225 across 3 Asset Management names. IVZ ranks #2 (37.6% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.