LWM
IVR icon

Lodestone Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Lodestone 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
2026
Q2 		$237 Hold
30
– – ﹤0.01% 763
2026
Q1 		$242 Hold
30
– – ﹤0.01% 761
2025
Q4 		$252 Buy
+30
New +$235 ﹤0.01% 776

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

Lodestone Wealth Management's IVR Position: Q2 2026 in Review

Lodestone Wealth Management held its Invesco Mortgage Capital (IVR) position steady in Q2 2026 at 30 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Lodestone Wealth Management first reported a position in IVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $252 in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Lodestone Wealth Management held 30 shares of Invesco Mortgage Capital worth $237 as of Q2 2026.
  • Lodestone Wealth Management left its Invesco Mortgage Capital share count unchanged in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Lodestone Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Invesco Mortgage Capital position peaked at $252 in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.