Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$120,223
-$236 QoQ
Shares Held
5,902
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 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, 2026Cliffwater LLC holds $64,540,911 across 4 Asset Management names. IVZ ranks #4 (0.2% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.