CIBC Private Wealth Group’s Invesco Mortgage Capital IVR Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$8.41K	Hold	1,000	–	–	﹤0.01%	2479
2025 Q3	$7.56K	Hold	1,000	–	–	﹤0.01%	2475
2025 Q2	$7.84K	Hold	1,000	–	–	﹤0.01%	2337
2025 Q1	$6.5K	Hold	1,000	–	–	﹤0.01%	2383
2024 Q4	$8.06K	Hold	1,000	–	–	﹤0.01%	2335
2024 Q3	$9.39K	Sell	1,000 -100	-9%	-$898	﹤0.01%	2422
2024 Q2	$9.81K	Buy	+1,100	New	+$9.93K	﹤0.01%	2303
2020 Q1	–	Sell	-1,453	Closed	-$242K	–	887
2019 Q4	$242K	Sell	1,453 -18	-1%	-$2.89K	﹤0.01%	840
2019 Q3	$226K	Buy	+1,471	New	+$234K	﹤0.01%	842
2018 Q3	–	Sell	-722	Closed	-$115K	–	1330
2018 Q2	$115K	Buy	722 +702	+3,510%	+$114K	﹤0.01%	1004
2018 Q1	$3K	Hold	20	–	–	﹤0.01%	1745
2017 Q4	$4K	Buy	+20	New	+$3.53K	﹤0.01%	1726
2017 Q3	–	Sell	-1,264	Closed	-$211K	–	932
2017 Q2	$211K	Buy	+1,264	New	+$204K	﹤0.01%	593

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIBC Private Wealth Group's IVR Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco Mortgage Capital (IVR) position steady in Q4 2025 at 1,000 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

CIBC Private Wealth Group first reported a position in IVR in Q2 2017 and has held it in 13 quarters since. The position peaked at $242K in Q4 2019. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

CIBC Private Wealth Group held 1,000 shares of Invesco Mortgage Capital worth $8.41K as of Q4 2025.
CIBC Private Wealth Group left its Invesco Mortgage Capital share count unchanged in Q4 2025.
Invesco Mortgage Capital made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2479 holding.
CIBC Private Wealth Group first reported a position in Invesco Mortgage Capital in Q2 2017 and has held it in 13 quarters since.
CIBC Private Wealth Group's Invesco Mortgage Capital position peaked at $242K in Q4 2019.
171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.