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WealthCollab’s Invesco Mortgage Capital IVR Stock Holding History

WealthCollab’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
-164
Closed -$1.33K – 1019
2026
Q1 		$1.33K Hold
164
– – ﹤0.01% 885
2025
Q4 		$1.38K Hold
164
– – ﹤0.01% 931
2025
Q3 		$1.24K Hold
164
– – ﹤0.01% 900
2025
Q2 		$1.29K Hold
164
– – ﹤0.01% 873
2025
Q1 		$1.29K Buy
+164
New +$1.38K ﹤0.01% 819

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

WealthCollab's IVR Position: Q2 2026 in Review

WealthCollab sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 164 shares — an estimated $1.33K sold.

WealthCollab first reported a position in IVR in Q1 2025 and held it in 5 quarters. The position peaked at $1.38K in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • WealthCollab reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • WealthCollab sold 164 Invesco Mortgage Capital shares in Q2 2026, an estimated $1.33K.
  • WealthCollab first reported a position in Invesco Mortgage Capital in Q1 2025 and held it in 5 quarters.
  • WealthCollab's Invesco Mortgage Capital position peaked at $1.38K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.