SBH
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Segall Bryant & Hamill’s Invesco Mortgage Capital IVR Stock Holding History

Segall Bryant & Hamill’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 		$3.57M Sell
441,284
-22,980
-5% -$196K 0.05% 342
2025
Q4 		$3.9M Buy
464,264
+27,335
+6% +$214K 0.05% 339
2025
Q3 		$3.3M Sell
436,929
-16,919
-4% -$129K 0.04% 355
2025
Q2 		$3.56M Sell
453,848
-42,449
-9% -$313K 0.05% 352
2025
Q1 		$3.92M Sell
496,297
-4,005
-0.8% -$33.8K 0.06% 342
2024
Q4 		$4.03M Sell
500,302
-36,866
-7% -$309K 0.06% 364
2024
Q3 		$5.04M Buy
537,168
+17,453
+3% +$157K 0.07% 328
2024
Q2 		$4.87M Buy
+519,715
New +$4.69M 0.09% 299

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 $653B AUM 32.41% 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