Jaffetilchin Investment Partners’s Invesco Mortgage Capital IVR Stock Holding History

Jaffetilchin Investment Partners’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 Q1	$97.7K	Sell	12,090 -280	-2%	-$2.39K	0.01%	457
2025 Q4	$104K	Buy	12,370 +143	+1%	+$1.12K	0.01%	450
2025 Q3	$92.4K	Sell	12,227 -5,797	-32%	-$44.2K	0.01%	435
2025 Q2	$141K	Buy	+18,024	New	+$133K	0.01%	423
2024 Q4	–	Sell	-5,988	Closed	-$56.2K	–	827
2024 Q3	$56.2K	Buy	+5,988	New	+$53.8K	﹤0.01%	559
2021 Q2	–	Sell	-2,892	Closed	-$116K	–	391
2021 Q1	$116K	Buy	+2,892	New	+$109K	0.01%	350

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jaffetilchin Investment Partners's IVR Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Invesco Mortgage Capital (IVR) stake by 2.3% in Q1 2026, selling an estimated $2.39K and leaving 12,090 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #457.

Jaffetilchin Investment Partners first reported a position in IVR in Q1 2021 and has held it in 6 quarters since. The position peaked at $141K in Q2 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

Jaffetilchin Investment Partners held 12,090 shares of Invesco Mortgage Capital worth $97.7K as of Q1 2026.
Jaffetilchin Investment Partners sold 280 Invesco Mortgage Capital shares in Q1 2026, an estimated $2.39K.
Invesco Mortgage Capital made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #457 holding.
Jaffetilchin Investment Partners first reported a position in Invesco Mortgage Capital in Q1 2021 and has held it in 6 quarters since.
Jaffetilchin Investment Partners's Invesco Mortgage Capital position peaked at $141K in Q2 2025.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.