Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,276,583
+$363,651 QoQ
Shares Held
14,093
-17.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026WealthPoint Financial, LLC holds $4,111,191 across 3 Asset Management names. IVZ ranks #1 (55.4% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.