Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$452,179
+$86,277 QoQ
Shares Held
10,345
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026Ballast Rock Private Wealth LLC holds $1,940,973 across 4 Asset Management names. IVZ ranks #2 (23.3% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.