Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,884
+$468 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 667 holders
Holding Since
Sep 2025
4 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, 2026Stone House Investment Management, LLC holds $236,608 across 18 Asset Management names. IVZ ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
1,676 | $75,168 | |
| 2 | BLK |
BlackRock, Inc.
|
72 | $69,232 | |
| 3 | BX |
Blackstone Inc.
|
299 | $35,183 | |
| 4 | 267 | $13,870 | |||
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
267 | $10,426 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
144 | $7,757 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
223 | $5,884 | |
| 8 | TY |
TRI-CONTINENTAL Corp
|
151 | $5,197 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,884 | 223 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||