Root Financial Partners
IVR icon

Root Financial Partners’s Invesco Mortgage Capital IVR Stock Holding History

Root Financial Partners’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 		$1.18K Buy
+195
New +$1.43K ﹤0.01% 2875
2026
Q2 		– Sell
-572
Closed -$4.62K – 1810
2026
Q1 		$4.62K Buy
572
+569
+18,967% +$4.86K ﹤0.01% 1983
2025
Q4 		$25 Buy
+3
New +$24 ﹤0.01% 2411

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Root Financial Partners's IVR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco Mortgage Capital (IVR) in Q3 2026: 195 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2875 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IVR as recently as Q1 2026.

Root Financial Partners first reported a position in IVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.62K in Q1 2026. 35 funds tracked by Wall St. Rank hold IVR as of Q3 2026.

  • Root Financial Partners held 195 shares of Invesco Mortgage Capital worth $1.18K as of Q3 2026.
  • Invesco Mortgage Capital was a new Root Financial Partners position in Q3 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2875 holding.
  • Root Financial Partners first reported a position in Invesco Mortgage Capital in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco Mortgage Capital position peaked at $4.62K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.