Position in IVZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$732,849
+$19,136 QoQ
Shares Held
29,900
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 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, 2026Williams & Novak, LLC holds $6,584,850 across 3 Asset Management names. IVZ ranks #3 (11.1% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.