ME
IVR icon

McIlrath & Eck’s Invesco Mortgage Capital IVR Stock Holding History

McIlrath & Eck’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 		– Sell
-2,727
Closed -$22.9K – 1666
2025
Q4 		$22.9K Sell
2,727
-3,921
-59% -$30.7K ﹤0.01% 489
2025
Q3 		$50.3K Hold
6,648
– – 0.01% 319
2025
Q2 		$52.1K Hold
6,648
– – 0.01% 308
2025
Q1 		$52.5K Hold
6,648
– – 0.01% 302
2024
Q4 		$53.5K Hold
6,648
– – 0.01% 293
2024
Q3 		$62.4K Buy
+6,648
New +$59.7K 0.01% 266

Other funds holding IVR

BlackRock
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

McIlrath & Eck's IVR Position: Q1 2026 in Review

McIlrath & Eck sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 2,727 shares — an estimated $22.9K sold.

McIlrath & Eck first reported a position in IVR in Q3 2024 and held it in 6 quarters. The position peaked at $62.4K in Q3 2024. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • McIlrath & Eck reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
  • McIlrath & Eck sold 2,727 Invesco Mortgage Capital shares in Q1 2026, an estimated $22.9K.
  • McIlrath & Eck first reported a position in Invesco Mortgage Capital in Q3 2024 and held it in 6 quarters.
  • McIlrath & Eck's Invesco Mortgage Capital position peaked at $62.4K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.