Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,651,786
+$1,193,761 QoQ
Shares Held
20,867
+1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTHGARDEN F.S. LLC holds $6,420,195 across 3 Asset Management names. IVZ ranks #1 (72.5% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.