Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$905,274
+$256,097 QoQ
Shares Held
2,988
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
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, 2026ENTREWEALTH, LLC holds $1,090,629 across 3 Asset Management names. IVZ ranks #1 (83.0% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.