Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$418,098
+$96,123 QoQ
Shares Held
1,380
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 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, 2026BostonPremier Wealth LLC holds $1,557,426 across 5 Asset Management names. IVZ ranks #3 (26.8% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.