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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zacks Investment Management's IVR Position: Q1 2026 in Review

Zacks Investment Management increased its Invesco Mortgage Capital (IVR) stake by 6.4% in Q1 2026, buying an estimated $137K and bringing the position to 267,422 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #335.

Zacks Investment Management first reported a position in IVR in Q3 2016 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

Zacks Investment Management held 267,422 shares of Invesco Mortgage Capital worth $2.16M as of Q1 2026.
Zacks Investment Management bought 16,073 Invesco Mortgage Capital shares in Q1 2026, an estimated $137K.
Invesco Mortgage Capital made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #335 holding.
Zacks Investment Management first reported a position in Invesco Mortgage Capital in Q3 2016 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.