Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,414,862
+$106,774 QoQ
Shares Held
432,545
-7.1% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
19.85%
of 13F equity value
Holder Rank
#82
of 667 holders
Holding Since
Sep 2024
8 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, 2026WEALTHCARE CAPITAL MANAGEMENT LLC holds $44,578,160 across 3 Asset Management names. IVZ ranks #3 (25.6% of the industry book) .
All Filings in IVZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,414,862 | 432,545 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,308,088 | 465,545 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $13,096,777 | 498,545 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,193,642 | 531,545 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,902,874 | 564,545 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,064,757 | 597,545 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,021,926 | 630,545 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,651,850 | 663,545 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||