Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,482,086
+$741,630 QoQ
Shares Held
66,739
+5.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.17%
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, 2026MorganRosel Wealth Management, LLC holds $6,116,458 across 4 Asset Management names. IVZ ranks #1 (56.9% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.