Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,086,797
+$190,800 QoQ
Shares Held
13,030
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026RMR Wealth Builders holds $10,640,826 across 19 Asset Management names. IVZ ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,216 | $2,016,735 | |
| 2 | BX |
Blackstone Inc.
|
9,901 | $1,165,050 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
20,648 | $1,112,307 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
13,030 | $1,086,797 | |
| 5 | STT |
State Street Corp
|
14,717 | $788,978 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
14,154 | $717,749 | |
| 7 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
65,445 | $701,570 | |
| 8 | MAIN |
Main Street Capital CORP
|
11,948 | $619,862 |
No Holdings History
No holdings records found for this institution in IVZ.