IF
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Ironwood Financial’s Invesco Mortgage Capital IVR Stock Holding History

Ironwood Financial’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
2020
Q1 		– Sell
-85
Closed -$14K – 374
2019
Q4 		$14K Hold
85
– – 0.01% 237
2019
Q3 		$13K Buy
85
+2
+2% +$317 0.01% 240
2019
Q2 		$13K Buy
83
+2
+2% +$322 0.01% 243
2019
Q1 		$13K Buy
81
+2
+3% +$317 0.01% 237
2018
Q4 		$11K Buy
79
+2
+3% +$302 0.01% 229
2018
Q3 		$12K Buy
77
+2
+3% +$323 0.01% 229
2018
Q2 		$12K Buy
75
+2
+3% +$325 0.01% 177
2018
Q1 		$12K Buy
73
+2
+3% +$330 0.01% 154
2017
Q4 		$13K Buy
+71
New +$12.5K 0.01% 159

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Ironwood Financial's IVR Position: Q1 2020 in Review

Ironwood Financial sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 85 shares — an estimated $14K sold.

Ironwood Financial first reported a position in IVR in Q4 2017 and held it in 9 quarters. The position peaked at $14K in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

  • Ironwood Financial reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
  • Ironwood Financial sold 85 Invesco Mortgage Capital shares in Q1 2020, an estimated $14K.
  • Ironwood Financial first reported a position in Invesco Mortgage Capital in Q4 2017 and held it in 9 quarters.
  • Ironwood Financial's Invesco Mortgage Capital position peaked at $14K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.