International Private Wealth Advisors LLC
Position in TROW — Price T Rowe Group Inc
CIK 2022637
SAN DIEGO, CA
Position in TROW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$577,545
+$36,435 QoQ
Shares Held
5,080
-15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#634
of 1,147 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026International Private Wealth Advisors LLC holds $3,456,753 across 6 Asset Management names. TROW ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,283 | $1,233,681 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
39,296 | $931,708 | |
| 3 | TROW |
Price T Rowe Group Inc
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|
5,080 | $577,545 | |
| 4 | PFG |
Principal Financial Group Inc
|
3,604 | $388,439 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
24,089 | $189,821 | |
| 6 | PHK |
Pimco High Income Fund
|
29,090 | $135,559 |
All Filings in TROW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,545 | 5,080 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $541,110 | 6,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $506,064 | 4,943 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $487,745 | 4,752 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $514,827 | 5,335 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||