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Whittier Trust’s Invesco Mortgage Capital IVR Stock Holding History

Whittier Trust’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
-17
Closed -$139 – 1384
2026
Q1 		$139 Buy
+17
New +$145 ﹤0.01% 1337

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Invesco
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Geode Capital Management
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State Street
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Two Sigma Investments
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OWP
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Northern Trust
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VanEck Associates
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Whittier Trust's IVR Position: Q2 2026 in Review

Whittier Trust sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 17 shares — an estimated $139 sold.

Whittier Trust first reported a position in IVR in Q1 2026 and held it in 1 quarter. The position peaked at $139 in Q1 2026. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Whittier Trust reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 17 Invesco Mortgage Capital shares in Q2 2026, an estimated $139.
  • Whittier Trust first reported a position in Invesco Mortgage Capital in Q1 2026 and held it in 1 quarter.
  • Whittier Trust's Invesco Mortgage Capital position peaked at $139 in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.