Zacks Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Zacks Investment Management’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	-267,422	Closed	-$2.16M	–	775
2026 Q1	$2.16M	Buy	267,422 +16,073	+6%	+$137K	0.02%	335
2025 Q4	$2.11M	Buy	251,349 +46,029	+22%	+$361K	0.02%	338
2025 Q3	$1.55M	Sell	205,320 -525	-0.3%	-$4.01K	0.01%	365
2025 Q2	$1.61M	Buy	+205,845	New	+$1.52M	0.01%	350
2024 Q4	–	Sell	-10,039	Closed	-$94.3K	–	729
2024 Q3	$94.3K	Buy	+10,039	New	+$90.2K	﹤0.01%	660
2016 Q4	–	Sell	-7,021	Closed	-$1.07M	–	681
2016 Q3	$1.07M	Buy	+7,021	New	+$1.05M	0.03%	318

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Zacks Investment Management's IVR Position: Q2 2026 in Review

Zacks Investment Management sold out of Invesco Mortgage Capital (IVR) in Q2 2026, closing a stake of 267,422 shares — an estimated $2.16M sold.

Zacks Investment Management first reported a position in IVR in Q3 2016 and held it in 6 quarters. The position peaked at $2.16M in Q1 2026. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

Zacks Investment Management reported no remaining Invesco Mortgage Capital position as of Q2 2026 after selling out during the quarter.
Zacks Investment Management sold 267,422 Invesco Mortgage Capital shares in Q2 2026, an estimated $2.16M.
Zacks Investment Management first reported a position in Invesco Mortgage Capital in Q3 2016 and held it in 6 quarters.
Zacks Investment Management's Invesco Mortgage Capital position peaked at $2.16M in Q1 2026.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.