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Disclosery

Ethic Inc.: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on IVZ, newest first. How the timeline and the estimate are built.

Ethic Inc. held 40,390 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,390 shares
    Change vs previous 13F +3,139 shares

    0.01% of the 13F portfolio, value $1,065,885.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,251 shares
    Change vs previous 13F -8,835 shares

    0.01% of the 13F portfolio, value $904,824.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,086 shares
    Change vs previous 13F +7,933 shares

    0.02% of the 13F portfolio, value $1,210,684.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,153 shares
    Change vs previous 13F +16,503 shares

    0.01% of the 13F portfolio, value $875,231.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,650 shares
    Change vs previous 13F +1,250 shares

    0.01% of the 13F portfolio, value $339,908.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,400 shares
    Change vs previous 13F +2,044 shares

    0.01% of the 13F portfolio, value $309,883.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,356 shares
    Change vs previous 13F -989 shares

    0.01% of the 13F portfolio, value $320,860.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,345 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $320,930.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).