Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$8,718,258
+$3,197,926 QoQ
Shares Held
74,123
-7.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
6.55%
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, 2026Winter & Associates, Inc. holds $8,864,428 across 3 Asset Management names. IVZ ranks #1 (98.4% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.