Position in IVZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$81,045,872
+$39,404,938 QoQ
Shares Held
1,538,346
+173.3% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
7.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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, 2026Insight Wealth Strategies, LLC holds $81,709,155 across 4 Asset Management names. IVZ ranks #1 (99.2% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.