Harbour Investments’s Invesco Mortgage Capital IVR Stock Holding History

Harbour Investments’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 Q1	$705	Buy	87 +85	+4,250%	+$725	﹤0.01%	4184
2025 Q4	$17	Sell	2 -47	-96%	-$368	﹤0.01%	3828
2025 Q3	$370	Buy	49 +2	+4%	+$15	﹤0.01%	3553
2025 Q2	$368	Sell	47 -10	-18%	-$74	﹤0.01%	3416
2025 Q1	$450	Sell	57 -21	-27%	-$177	﹤0.01%	3351
2024 Q4	$628	Hold	78	–	–	﹤0.01%	3246
2024 Q3	$732	Hold	78	–	–	﹤0.01%	3148
2024 Q2	$731	Sell	78 -21	-21%	-$189	﹤0.01%	3042
2024 Q1	$958	Sell	99 -54	-35%	-$484	﹤0.01%	2933
2023 Q4	$1.35K	Sell	153 -130	-46%	-$1.06K	﹤0.01%	2768
2023 Q3	$2.83K	Hold	283	–	–	﹤0.01%	2459
2023 Q2	$3.25K	Hold	283	–	–	﹤0.01%	2412
2023 Q1	$3.14K	Hold	283	–	–	﹤0.01%	2440
2022 Q4	$3.6K	Sell	283 -65	-19%	-$795	﹤0.01%	2338
2022 Q3	$5K	Hold	348	–	–	﹤0.01%	2175
2022 Q2	$5K	Buy	+348	New	+$5.88K	﹤0.01%	2175
2021 Q4	$10K	Sell	377 -219	-37%	-$6.78K	﹤0.01%	1928
2021 Q3	$19K	Sell	596 -159	-21%	-$5.17K	﹤0.01%	2326
2021 Q2	$29K	Hold	755	–	–	﹤0.01%	2119
2021 Q1	$30K	Buy	+755	New	+$28.5K	﹤0.01%	1968

Other funds holding IVR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Harbour Investments's IVR Position: Q1 2026 in Review

Harbour Investments increased its Invesco Mortgage Capital (IVR) stake by 4,250% in Q1 2026, buying an estimated $725 and bringing the position to 87 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

Harbour Investments first reported a position in IVR in Q1 2021 and has held it in 20 quarters since. The position peaked at $30K in Q1 2021. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

Harbour Investments held 87 shares of Invesco Mortgage Capital worth $705 as of Q1 2026.
Harbour Investments bought 85 Invesco Mortgage Capital shares in Q1 2026, an estimated $725.
Invesco Mortgage Capital made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4184 holding.
Harbour Investments first reported a position in Invesco Mortgage Capital in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's Invesco Mortgage Capital position peaked at $30K in Q1 2021.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.