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Rothschild Investment LLC’s Invesco Mortgage Capital IVR Stock Holding History

Rothschild Investment LLC’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 		$4.04K Buy
512
+213
+71% +$1.72K ﹤0.01% 2403
2026
Q1 		$2.42K Buy
299
+144
+93% +$1.23K ﹤0.01% 2470
2025
Q4 		$1.3K Buy
155
+95
+158% +$745 ﹤0.01% 2571
2025
Q3 		$454 Sell
60
-115
-66% -$878 ﹤0.01% 2852
2025
Q2 		$1.37K Buy
175
+70
+67% +$516 ﹤0.01% 2288
2025
Q1 		$828 Buy
105
+45
+75% +$379 ﹤0.01% 2438
2024
Q4 		$483 Buy
60
+30
+100% +$252 ﹤0.01% 2544
2024
Q3 		$282 Sell
30
-15
-33% -$135 ﹤0.01% 2627
2024
Q2 		$422 Buy
+45
New +$406 ﹤0.01% 2125

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's IVR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Invesco Mortgage Capital (IVR) stake by 71% in Q2 2026, buying an estimated $1.72K and bringing the position to 512 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Rothschild Investment LLC first reported a position in IVR in Q2 2024 and has held it in 9 quarters since. 69 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Rothschild Investment LLC held 512 shares of Invesco Mortgage Capital worth $4.04K as of Q2 2026.
  • Rothschild Investment LLC bought 213 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.72K.
  • Invesco Mortgage Capital made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2403 holding.
  • Rothschild Investment LLC first reported a position in Invesco Mortgage Capital in Q2 2024 and has held it in 9 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.