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180 Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

180 Wealth Advisors’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$194K Buy
24,597
+1,690
+7% +$13.6K 0.02% 466
2026
Q1 		$185K Buy
22,907
+2,332
+11% +$19.9K 0.02% 450
2025
Q4 		$173K Buy
20,575
+1,486
+8% +$11.6K 0.02% 453
2025
Q3 		$144K Buy
19,089
+3,071
+19% +$23.4K 0.02% 437
2025
Q2 		$126K Buy
16,018
+952
+6% +$7.01K 0.02% 408
2025
Q1 		$119K Buy
15,066
+1,040
+7% +$8.77K 0.02% 393
2024
Q4 		$113K Buy
14,026
+2,542
+22% +$21.3K 0.02% 411
2024
Q3 		$108K Buy
11,484
+713
+7% +$6.41K 0.02% 431
2024
Q2 		$102K Buy
+10,771
New +$97.2K 0.02% 420
2022
Q2 		– Sell
-2,255
Closed -$41K – 384
2022
Q1 		$41K Buy
2,255
+1,211
+116% +$29.8K 0.01% 375
2021
Q4 		$26K Buy
+1,044
New +$32.3K 0.01% 376

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

180 Wealth Advisors's IVR Position: Q2 2026 in Review

180 Wealth Advisors increased its Invesco Mortgage Capital (IVR) stake by 7.4% in Q2 2026, buying an estimated $13.6K and bringing the position to 24,597 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #466.

180 Wealth Advisors first reported a position in IVR in Q4 2021 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • 180 Wealth Advisors held 24,597 shares of Invesco Mortgage Capital worth $194K as of Q2 2026.
  • 180 Wealth Advisors bought 1,690 Invesco Mortgage Capital shares in Q2 2026, an estimated $13.6K.
  • Invesco Mortgage Capital made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #466 holding.
  • 180 Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2021 and has held it in 11 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.