Position in IVZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,193,267
+$48,698 QoQ
Shares Held
33,066
-2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026Johnson & White Wealth Management, LLC holds $2,947,940 across 4 Asset Management names. IVZ ranks #1 (74.4% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.