Lodestone Wealth Management
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
Q3 		$182 Hold
30
– – ﹤0.01% 789
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Lodestone Wealth Management's IVR Position: Q3 2026 in Review

Lodestone Wealth Management held its Invesco Mortgage Capital (IVR) position steady in Q3 2026 at 30 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Lodestone Wealth Management first reported a position in IVR in Q4 2025 and has held it in 4 quarters since. The position peaked at $252 in Q4 2025. 129 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Lodestone Wealth Management held 30 shares of Invesco Mortgage Capital worth $182 as of Q3 2026.
  • Lodestone Wealth Management left its Invesco Mortgage Capital share count unchanged in Q3 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #789 holding.
  • Lodestone Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Invesco Mortgage Capital position peaked at $252 in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.