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True Wealth Design’s Invesco Mortgage Capital IVR Stock Holding History

True Wealth Design’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 		$3.44K Sell
436
-18
-4% -$145 ﹤0.01% 1482
2026
Q1 		$3.67K Hold
454
– – ﹤0.01% 1323
2025
Q4 		$3.82K Sell
454
-158
-26% -$1.24K ﹤0.01% 1202
2025
Q3 		$4.63K Buy
+612
New +$4.67K ﹤0.01% 1107
2025
Q2 		– Sell
-7
Closed -$56 – 2700
2025
Q1 		$56 Buy
+7
New +$59 ﹤0.01% 2354

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

True Wealth Design's IVR Position: Q2 2026 in Review

True Wealth Design reduced its Invesco Mortgage Capital (IVR) stake by 4% in Q2 2026, selling an estimated $145 and leaving 436 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

True Wealth Design first reported a position in IVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.63K in Q3 2025. 181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • True Wealth Design held 436 shares of Invesco Mortgage Capital worth $3.44K as of Q2 2026.
  • True Wealth Design sold 18 Invesco Mortgage Capital shares in Q2 2026, an estimated $145.
  • Invesco Mortgage Capital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1482 holding.
  • True Wealth Design first reported a position in Invesco Mortgage Capital in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Invesco Mortgage Capital position peaked at $4.63K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.