Position in IVZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$251,813
-$6,875 QoQ
Shares Held
9,542
-10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#456
of 667 holders
Holding Since
Dec 2024
7 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, 2026Carrera Capital Advisors holds $3,524,923 across 3 Asset Management names. IVZ ranks #2 (7.1% of the industry book) .
All Filings in IVZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,813 | 9,542 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $258,688 | 10,650 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $301,238 | 11,467 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $253,693 | 11,059 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $172,523 | 10,940 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,205,908 | 79,493 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,201,085 | 68,712 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||