Back to IVR-PC
Lodestone Wealth Management LLC → IVR-PC
Lodestone Wealth Management LLC IVR-PC Position History
Invesco Mortgage Capital Inc.
Quarters held
5
Latest value
$182
Q3 2026
Peak value
$252
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $252 |
| Q1 2026 | $242 |
| Q1 2026 | $242 |
| Q2 2026 | $237 |
| Q3 2026 | $182 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $182 | 30 | — | — |
| Q2 2026 | $237 | 30 | — | — |
| Q1 2026 | $242 | 30 | — | — |
| Q1 2026 | $242 | 30 | — | — |
| Q4 2025 | $252 | 30 | — | — |
Other funds holding IVR-PC
$28.8M
$27.9M
$26.6M
$26.2M
$25.9M
$24.4M
$22.5M