Northwestern Mutual Wealth Management
IVR icon

Northwestern Mutual Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Northwestern Mutual 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 		$32 Buy
+4
New +$32 ﹤0.01% 4033
2025
Q4 		– Sell
-90
Closed -$680 – 4136
2025
Q3 		$680 Buy
+90
New +$687 ﹤0.01% 3605
2025
Q2 		– Sell
-4
Closed -$32 – 3834
2025
Q1 		$32 Sell
4
-396
-99% -$3.34K ﹤0.01% 3601
2024
Q4 		$3.22K Buy
+400
New +$3.36K ﹤0.01% 3073
2024
Q1 		– Sell
-39
Closed -$346 – 3682
2023
Q4 		$346 Buy
+39
New +$318 ﹤0.01% 3312
2021
Q4 		– Sell
-252
Closed -$8K – 3235
2021
Q3 		$8K Buy
252
+250
+12,500% +$8.12K ﹤0.01% 2533
2021
Q2 		$0 Buy
+2
New +$76 ﹤0.01% 3093
2021
Q1 		– Sell
-11
Closed – – 2875
2020
Q4 		$0 Buy
+11
New +$341 ﹤0.01% 2782
2016
Q1 		– Sell
-8
Closed -$1K – 2205
2015
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 1507
2015
Q2 		– Sell
-13
Closed -$2K – 1525
2015
Q1 		$2K Buy
+13
New +$2.03K ﹤0.01% 1376
2014
Q4 		– Sell
-60
Closed -$9K – 1766
2014
Q3 		$9K Buy
+60
New +$10.3K ﹤0.01% 939
2013
Q4 		– Sell
-60
Closed -$9K – 1473
2013
Q3 		$9K Buy
+60
New +$9.49K ﹤0.01% 899

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's IVR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 4 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #4033 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in IVR as recently as Q3 2025.

Northwestern Mutual Wealth Management first reported a position in IVR in Q3 2013 and has held it in 12 quarters since. The position peaked at $9K in Q3 2014. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 4 shares of Invesco Mortgage Capital worth $32 as of Q2 2026.
  • Invesco Mortgage Capital was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #4033 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Mortgage Capital in Q3 2013 and has held it in 12 quarters since.
  • Northwestern Mutual Wealth Management's Invesco Mortgage Capital position peaked at $9K in Q3 2014.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.