Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$220,356
+$17,535 QoQ
Shares Held
8,350
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#469
of 663 holders
Holding Since
Jun 2024
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, 2026Unique Wealth Strategies, LLC holds $995,617 across 3 Asset Management names. IVZ ranks #2 (22.1% of the industry book) .
All Filings in IVZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,356 | 8,350 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $202,821 | 8,350 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $218,960 | 8,335 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $387,549 | 22,070 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $897 | 60 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||