Jones Financial Companies
IVR icon

Jones Financial Companies’s Invesco Mortgage Capital IVR Stock Holding History

Jones Financial Companies’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 		$19.4K Buy
2,522
+1,150
+84% +$9.81K ﹤0.01% 3300
2025
Q4 		$11.5K Buy
1,372
+857
+166% +$6.72K ﹤0.01% 3158
2025
Q3 		$3.84K Sell
515
-50
-9% -$382 ﹤0.01% 3455
2025
Q2 		$4.42K Buy
565
+131
+30% +$965 ﹤0.01% 3177
2025
Q1 		$3.44K Buy
434
+50
+13% +$422 ﹤0.01% 3081
2024
Q4 		$3.09K Buy
+384
New +$3.22K ﹤0.01% 2892
2022
Q2 		– Sell
-40
Closed -$1K – 788
2022
Q1 		$1K Buy
+40
New +$984 ﹤0.01% 672

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