Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,163,173
+$1,968,563 QoQ
Shares Held
119,628
-1.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $9,597,356 across 4 Asset Management names. IVZ ranks #1 (85.1% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.