Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,437,757
+$184,039 QoQ
Shares Held
470,496
+0.3% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Evolution Wealth Advisors, LLC holds $47,948,095 across 4 Asset Management names. IVZ ranks #2 (23.9% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.