Position in IVZ
as of Sep 30, 2026
· filed Oct 7, 2026
Position Value
$251,817
+$2,942 QoQ
Shares Held
4,858
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#6
of 14 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026KFA Private Wealth Group, LLC holds $956,368 across 4 Asset Management names. IVZ ranks #2 (26.3% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.