AIFAIM
American Institute for Advanced Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
8,054
+96
| +1% | +$17.4K | 1.04% | 26 |
|
|
2025
Q1 | $1.38M | Buy |
7,958
+100
| +1% | +$17.3K | 1.05% | 26 |
|
|
2024
Q4 | $1.38M | Sell |
7,858
-113
| -1% | -$19.8K | 1.03% | 27 |
|
|
2024
Q3 | $1.43M | Sell |
7,971
-835
| -9% | -$150K | 1.02% | 26 |
|
|
2024
Q2 | $1.45M | Sell |
8,806
-55
| -0.6% | -$9.04K | 1.11% | 20 |
|
|
2024
Q1 | $1.5M | Sell |
8,861
-323
| -4% | -$54.7K | 1.19% | 19 |
|
|
2023
Q4 | $1.45M | Hold |
9,184
| – | – | 1.28% | 19 |
|
|
2023
Q3 | $1.3M | Sell |
9,184
-270
| -3% | -$38.3K | 1.21% | 21 |
|
|
2023
Q2 | $1.41M | Buy |
9,454
+807
| +9% | +$121K | 1.24% | 19 |
|
|
2023
Q1 | $1.25M | Sell |
8,647
-1,003
| -10% | -$145K | 1.33% | 16 |
|
|
2022
Q4 | $1.36M | Sell |
9,650
-524
| -5% | -$74K | 1.25% | 21 |
|
|
2022
Q3 | $1.3M | Hold |
10,174
| – | – | 1.21% | 24 |
|
|
2022
Q2 | $1.37M | Hold |
10,174
| – | – | 1.2% | 23 |
|
|
2022
Q1 | $1.61M | Sell |
10,174
-128
| -1% | -$20.2K | 1.17% | 24 |
|
|
2021
Q4 | $1.68M | Buy |
10,302
+225
| +2% | +$36.6K | 1.13% | 28 |
|
|
2021
Q3 | $1.51M | Hold |
10,077
| – | – | 1.07% | 29 |
|
|
2021
Q2 | $1.52M | Sell |
10,077
-17
| -0.2% | -$2.56K | 1.07% | 29 |
|
|
2021
Q1 | $1.43M | Sell |
10,094
-224
| -2% | -$31.7K | 1.09% | 28 |
|
|
2020
Q4 | $1.32M | Sell |
10,318
-1,535
| -13% | -$196K | 1.06% | 31 |
|
|
2020
Q3 | $1.28M | Sell |
11,853
-4,538
| -28% | -$490K | 1.15% | 31 |
|
|
2020
Q2 | $1.67M | Sell |
16,391
-3,865
| -19% | -$393K | 1.57% | 22 |
|
|
2020
Q1 | $1.7M | Sell |
20,256
-58
| -0.3% | -$4.87K | 1.85% | 16 |
|
|
2019
Q4 | $2.35M | Buy |
+20,314
| New | +$2.35M | 2.27% | 10 |
|