FWP
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Firethorn Wealth Partners’s Invesco Mortgage Capital IVR Stock Holding History

Firethorn Wealth 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 		$1.71M Buy
216,600
+101,009
+87% +$814K 0.55% 41
2026
Q1 		$934K Buy
115,591
+42,783
+59% +$365K 0.34% 73
2025
Q4 		$612K Buy
72,808
+8,685
+14% +$68.1K 0.23% 93
2025
Q3 		$485K Buy
64,123
+6,521
+11% +$49.8K 0.19% 107
2025
Q2 		$452K Sell
57,602
-9,583
-14% -$70.6K 0.2% 109
2025
Q1 		$530K Buy
67,185
+5,718
+9% +$48.2K 0.25% 88
2024
Q4 		$495K Sell
61,467
-5,949
-9% -$49.9K 0.25% 88
2024
Q3 		$633K Buy
67,416
+27,356
+68% +$246K 0.32% 70
2024
Q2 		$375K Buy
40,060
+3,686
+10% +$33.3K 0.21% 96
2024
Q1 		$352K Buy
36,374
+7,300
+25% +$65.5K 0.21% 95
2023
Q4 		$258K Buy
29,074
+9,537
+49% +$77.8K 0.17% 110
2023
Q3 		$196K Buy
19,537
+812
+4% +$8.97K 0.15% 110
2023
Q2 		$215K Sell
18,725
-700
-4% -$7.49K 0.16% 105
2023
Q1 		$199K Buy
19,425
+3,271
+20% +$42.2K 0.16% 110
2022
Q4 		$206K Sell
16,154
-11,931
-42% -$146K 0.17% 114
2022
Q3 		$312K Buy
28,085
+16,700
+147% +$260K 0.29% 79
2022
Q2 		$201K Buy
11,385
+2,241
+25% +$37.8K 0.16% 120
2022
Q1 		$208K Buy
9,144
+6,664
+269% +$164K 0.16% 126
2021
Q4 		$69K Buy
+2,480
New +$76.8K 0.05% 137
2021
Q2 		$140K Buy
3,601
+1,280
+55% +$48.5K 0.12% 124
2021
Q1 		$93K Buy
2,321
+1,163
+100% +$43.9K 0.09% 129
2020
Q4 		$39K Buy
+1,158
New +$35.9K 0.04% 105

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

Firethorn Wealth Partners's IVR Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Invesco Mortgage Capital (IVR) stake by 87% in Q2 2026, buying an estimated $814K and bringing the position to 216,600 shares worth $1.71M. The position accounts for 0.55% of the portfolio, ranked #41.

Firethorn Wealth Partners first reported a position in IVR in Q4 2020 and has held it in 22 quarters since. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Firethorn Wealth Partners held 216,600 shares of Invesco Mortgage Capital worth $1.71M as of Q2 2026.
  • Firethorn Wealth Partners bought 101,009 Invesco Mortgage Capital shares in Q2 2026, an estimated $814K.
  • Invesco Mortgage Capital made up 0.55% of Firethorn Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Firethorn Wealth Partners first reported a position in Invesco Mortgage Capital in Q4 2020 and has held it in 22 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.