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Integrated Wealth Concepts’s Invesco Mortgage Capital IVR Stock Holding History

Integrated Wealth Concepts’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 		$104K Buy
13,200
+2,226
+20% +$17.9K ﹤0.01% 2316
2026
Q1 		$88.7K Buy
10,974
+317
+3% +$2.71K ﹤0.01% 2186
2025
Q4 		$89.6K Buy
10,657
+245
+2% +$1.92K ﹤0.01% 1568
2025
Q3 		$78.7K Buy
10,412
+349
+3% +$2.66K ﹤0.01% 1929
2025
Q2 		$78.9K Buy
+10,063
New +$74.1K ﹤0.01% 1845

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

Integrated Wealth Concepts's IVR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco Mortgage Capital (IVR) stake by 20% in Q2 2026, buying an estimated $17.9K and bringing the position to 13,200 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Integrated Wealth Concepts first reported a position in IVR in Q2 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Integrated Wealth Concepts held 13,200 shares of Invesco Mortgage Capital worth $104K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,226 Invesco Mortgage Capital shares in Q2 2026, an estimated $17.9K.
  • Invesco Mortgage Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2316 holding.
  • Integrated Wealth Concepts first reported a position in Invesco Mortgage Capital in Q2 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.