IEQ Capital
IVR icon

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
Q3 		$863K Buy
142,175
+11,679
+9% +$85.4K ﹤0.01% 1134
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

IEQ Capital's IVR Position: Q3 2026 in Review

IEQ Capital increased its Invesco Mortgage Capital (IVR) stake by 8.9% in Q3 2026, buying an estimated $85.4K and bringing the position to 142,175 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

IEQ Capital first reported a position in IVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q2 2026. 87 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • IEQ Capital held 142,175 shares of Invesco Mortgage Capital worth $863K as of Q3 2026.
  • IEQ Capital bought 11,679 Invesco Mortgage Capital shares in Q3 2026, an estimated $85.4K.
  • Invesco Mortgage Capital made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1134 holding.
  • IEQ Capital first reported a position in Invesco Mortgage Capital in Q3 2025 and has held it in 5 quarters since.
  • IEQ Capital's Invesco Mortgage Capital position peaked at $1.03M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.