Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$285,700
+$61,862 QoQ
Shares Held
943
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
5 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, 2026West Wealth Group, LLC holds $349,387 across 2 Asset Management names. IVZ ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
943 | $285,700 | |
| 2 | NRO |
Neuberger Real Estate Securities Income Fund Inc
|
21,019 | $63,687 |
No Holdings History
No holdings records found for this institution in IVZ.