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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
Q2 		$1.03M Buy
130,496
+72,143
+124% +$582K ﹤0.01% 1085
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 $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

IEQ Capital's IVR Position: Q2 2026 in Review

IEQ Capital increased its Invesco Mortgage Capital (IVR) stake by 124% in Q2 2026, buying an estimated $582K and bringing the position to 130,496 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

IEQ Capital first reported a position in IVR in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • IEQ Capital held 130,496 shares of Invesco Mortgage Capital worth $1.03M as of Q2 2026.
  • IEQ Capital bought 72,143 Invesco Mortgage Capital shares in Q2 2026, an estimated $582K.
  • Invesco Mortgage Capital made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1085 holding.
  • IEQ Capital first reported a position in Invesco Mortgage Capital in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.