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IEQ Capital’s Invesco Mortgage Capital IVR Stock Holding History

IEQ Capital’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 		$471K Sell
58,353
-16,649
-22% -$142K ﹤0.01% 1335
2025
Q4 		$631K Buy
75,002
+50,602
+207% +$397K ﹤0.01% 1224
2025
Q3 		$184K Buy
+24,400
New +$186K ﹤0.01% 1694

Other funds holding IVR

BlackRock
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IEQ Capital's IVR Position: Q1 2026 in Review

IEQ Capital reduced its Invesco Mortgage Capital (IVR) stake by 22% in Q1 2026, selling an estimated $142K and leaving 58,353 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

IEQ Capital first reported a position in IVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $631K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • IEQ Capital held 58,353 shares of Invesco Mortgage Capital worth $471K as of Q1 2026.
  • IEQ Capital sold 16,649 Invesco Mortgage Capital shares in Q1 2026, an estimated $142K.
  • Invesco Mortgage Capital made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1335 holding.
  • IEQ Capital first reported a position in Invesco Mortgage Capital in Q3 2025 and has held it in 3 quarters since.
  • IEQ Capital's Invesco Mortgage Capital position peaked at $631K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.