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PFG Investments’s Invesco Mortgage Capital IVR Stock Holding History

PFG Investments’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 		$539K Buy
66,709
+2,790
+4% +$23.8K 0.03% 570
2025
Q4 		$538K Sell
63,919
-391
-0.6% -$3.06K 0.03% 550
2025
Q3 		$486K Buy
64,310
+1,953
+3% +$14.9K 0.03% 557
2025
Q2 		$489K Buy
62,357
+30,767
+97% +$227K 0.03% 536
2025
Q1 		$249K Buy
31,590
+1,022
+3% +$8.62K 0.02% 784
2024
Q4 		$246K Sell
30,568
-2,460
-7% -$20.6K 0.02% 801
2024
Q3 		$310K Buy
33,028
+856
+3% +$7.69K 0.02% 695
2024
Q2 		$301K Buy
32,172
+1,874
+6% +$16.9K 0.02% 653
2024
Q1 		$293K Buy
+30,298
New +$272K 0.02% 746

Other funds holding IVR

BlackRock
BlackRock New York $5.7T 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 $121B 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 $127B 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