Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,674,959
+$426,297 QoQ
Shares Held
68,900
+32.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $116,607,346 across 14 Asset Management names. IVZ ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
126,891 | $58,212,515 | |
| 2 | BX |
Blackstone Inc.
|
272,977 | $32,121,203 | |
| 3 | KKR |
KKR & Co. Inc.
|
139,166 | $12,772,655 | |
| 4 | STT |
State Street Corp
|
98,517 | $5,281,496 | |
| 5 | BLK |
BlackRock, Inc.
|
3,048 | $2,930,834 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
68,900 | $1,674,959 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
44,936 | $1,148,114 | |
| 8 | ARCC |
Ares Capital Corp
|
34,401 | $637,450 |
No Holdings History
No holdings records found for this institution in IVZ.