Position in IVZ
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,416
-$442 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stone House Investment Management, LLC holds $140,814 across 18 Asset Management names. IVZ ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
63 | $60,587 | |
| 2 | BX |
Blackstone Inc.
|
297 | $34,152 | |
| 3 | JHG |
Janus Henderson Group Ltc.
|
248 | $12,739 | |
| 4 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
256 | $9,408 | |
| 5 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
144 | $5,461 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
223 | $5,416 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
147 | $4,643 | |
| 8 | DXYZ |
Destiny Tech100 Inc.
|
100 | $2,678 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,416 | 223 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,858 | 223 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,863 | 212 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||