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Disclosery

Rafferty Asset Management, LLC: IVZ position timeline

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

Rafferty Asset Management, LLC held 150,425 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,425 shares
    Change vs previous 13F +30,428 shares

    0.01% of the 13F portfolio, value $3,969,716.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    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 119,997 shares
    Change vs previous 13F -32,769 shares

    0.01% of the 13F portfolio, value $2,914,727.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    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 152,766 shares
    Change vs previous 13F -12,231 shares

    0.01% of the 13F portfolio, value $4,013,163.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    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 164,997 shares
    Change vs previous 13F -9,378 shares

    0.01% of the 13F portfolio, value $3,785,031.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    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 174,375 shares
    Change vs previous 13F +14,201 shares

    0.01% of the 13F portfolio, value $2,749,894.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    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 160,174 shares
    Change vs previous 13F -9,985 shares

    0.01% of the 13F portfolio, value $2,429,840.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    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 170,159 shares
    Change vs previous 13F +3,022 shares

    0.01% of the 13F portfolio, value $2,974,379.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    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 167,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,934,926.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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