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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
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: Q2 2026 in Review

Root Financial Partners sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 572 shares — an estimated $4.62K sold.

Root Financial Partners first reported a position in IVR in Q4 2025 and held it in 2 quarters. The position peaked at $4.62K in Q1 2026. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 572 Invesco Mortgage Capital shares in Q2 2026, an estimated $4.62K.
  • Root Financial Partners first reported a position in Invesco Mortgage Capital in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco Mortgage Capital position peaked at $4.62K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.