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Iron Horse Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Iron Horse Wealth Management’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
2022
Q1 		– Sell
-29
Closed -$1K – 243
2021
Q4 		$1K Hold
29
– – ﹤0.01% 193
2021
Q3 		$1K Sell
29
-276
-90% -$8.97K ﹤0.01% 178
2021
Q2 		$12K Buy
+305
New +$11.6K 0.01% 110

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State Street
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Iron Horse Wealth Management's IVR Position: Q1 2022 in Review

Iron Horse Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q1 2022, closing a stake of 29 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in IVR in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 205 funds tracked by Wall St. Rank hold IVR as of Q1 2022.

  • Iron Horse Wealth Management reported no remaining Invesco Mortgage Capital position as of Q1 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 29 Invesco Mortgage Capital shares in Q1 2022, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in Invesco Mortgage Capital in Q2 2021 and held it in 3 quarters.
  • Iron Horse Wealth Management's Invesco Mortgage Capital position peaked at $12K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2022.

Based on Iron Horse Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.