IWP
ORC

IAG Wealth Partners’s Orchid Island Capital ORC Stock Holding History

IAG Wealth Partners’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-66
Closed -$475 – 523
2025
Q4 		$475 Hold
66
– – ﹤0.01% 482
2025
Q3 		$463 Hold
66
– – ﹤0.01% 499
2025
Q2 		$463 Hold
66
– – ﹤0.01% 475
2025
Q1 		$496 Buy
66
+1
+2% +$8 ﹤0.01% 483
2024
Q4 		$506 Buy
+65
New +$511 ﹤0.01% 491

Other funds holding ORC

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAG Wealth Partners's ORC Position: Q1 2026 in Review

IAG Wealth Partners sold out of Orchid Island Capital (ORC) in Q1 2026, closing a stake of 66 shares — an estimated $475 sold.

IAG Wealth Partners first reported a position in ORC in Q4 2024 and held it in 5 quarters. The position peaked at $506 in Q4 2024. 197 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

  • IAG Wealth Partners reported no remaining Orchid Island Capital position as of Q1 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 66 Orchid Island Capital shares in Q1 2026, an estimated $475.
  • IAG Wealth Partners first reported a position in Orchid Island Capital in Q4 2024 and held it in 5 quarters.
  • IAG Wealth Partners's Orchid Island Capital position peaked at $506 in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.