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Arax Advisory Partners’s Invesco Mortgage Capital IVR Stock Holding History

Arax Advisory Partners’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 		$102K Buy
+12,966
New +$105K ﹤0.01% 2714
2025
Q4 		– Sell
-7,756
Closed -$58.6K – 4308
2025
Q3 		$58.6K Buy
+7,756
New +$59.2K ﹤0.01% 1754
2025
Q1 		– Sell
-354
Closed -$2.85K – 2870
2024
Q4 		$2.85K Sell
354
-230
-39% -$1.93K ﹤0.01% 1922
2024
Q3 		$5.48K Buy
584
+230
+65% +$2.07K ﹤0.01% 1684
2024
Q2 		$3.32K Buy
+354
New +$3.19K ﹤0.01% 1779

Other funds holding IVR

BlackRock
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Vanguard Capital Management
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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

Arax Advisory Partners's IVR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 12,966 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #2714 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IVR as recently as Q3 2025.

Arax Advisory Partners first reported a position in IVR in Q2 2024 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Arax Advisory Partners held 12,966 shares of Invesco Mortgage Capital worth $102K as of Q2 2026.
  • Invesco Mortgage Capital was a new Arax Advisory Partners position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2714 holding.
  • Arax Advisory Partners first reported a position in Invesco Mortgage Capital in Q2 2024 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.