Choate Investment Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $418K | Hold |
7,050
| – | – | 0.01% | 348 |
|
|
2026
Q1 | $388K | Hold |
7,050
| – | – | 0.01% | 333 |
|
|
2025
Q4 | $371K | Hold |
7,050
| – | – | 0.01% | 347 |
|
|
2025
Q3 | $367K | Sell |
7,050
-215
| -3% | -$10.9K | 0.01% | 329 |
|
|
2025
Q2 | $358K | Hold |
7,265
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $343K | Hold |
7,265
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $351K | Sell |
7,265
-3,120
| -30% | -$155K | 0.01% | 306 |
|
|
2024
Q3 | $505K | Hold |
10,385
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $464K | Hold |
10,385
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $480K | Hold |
10,385
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $458K | Hold |
10,385
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $414K | Hold |
10,385
| – | – | 0.02% | 261 |
|
|
2023
Q2 | $435K | Hold |
10,385
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $427K | Hold |
10,385
| – | – | 0.02% | 199 |
|
|
2022
Q4 | $417K | Hold |
10,385
| – | – | 0.03% | 199 |
|
|
2022
Q3 | $384K | Sell |
10,385
-235,469
| -96% | -$9.72M | 0.03% | 182 |
|
|
2022
Q2 | $9.65M | Hold |
245,854
| – | – | 0.59% | 21 |
|
|
2022
Q1 | $11.4M | Buy |
245,854
+48,175
| +24% | +$2.19M | 0.61% | 19 |
|
|
2021
Q4 | $9.36M | Hold |
197,679
| – | – | 0.55% | 20 |
|
|
2021
Q3 | $8.83M | Sell |
197,679
-3,155
| -2% | -$144K | 0.56% | 20 |
|
|
2021
Q2 | $9.18M | Buy |
200,834
+26,110
| +15% | +$1.18M | 0.56% | 19 |
|
|
2021
Q1 | $7.51M | Hold |
174,724
| – | – | 0.46% | 21 |
|
|
2020
Q4 | $6.81M | Sell |
174,724
-2,540
| -1% | -$91.3K | 0.41% | 20 |
|
|
2020
Q3 | $5.71M | Sell |
177,264
-171,191
| -49% | -$5.55M | 0.37% | 23 |
|
|
2020
Q2 | $10.7M | Sell |
348,455
-12,113
| -3% | -$349K | 0.78% | 12 |
|
|
2020
Q1 | $8.74M | Sell |
360,568
-2,015,045
| -85% | -$62.4M | 0.7% | 17 |
|
|
2019
Q4 | $81.2M | Sell |
2,375,613
-35,585
| -1% | -$1.17M | 4.93% | 3 |
|
|
2019
Q3 | $77.3M | Sell |
2,411,198
-14,355
| -0.6% | -$462K | 4.78% | 4 |
|
|
2019
Q2 | $79.1M | Sell |
2,425,553
-189,780
| -7% | -$6.13M | 4.74% | 4 |
|
|
2019
Q1 | $84.1M | Buy |
2,615,333
+62,133
| +2% | +$1.93M | 4.97% | 5 |
|
|
2018
Q4 | $71.2M | Buy |
+2,553,200
| New | +$77.7M | 4.59% | 4 |
|
|
2018
Q3 | – | Sell |
-384,825
| Closed | -$12.2M | – | 203 |
|
|
2018
Q2 | $12.2M | Sell |
384,825
-945
| -0.2% | -$29.6K | 0.71% | 19 |
|
|
2018
Q1 | $11.8M | Buy |
385,770
+133,135
| +53% | +$4.16M | 0.63% | 24 |
|
|
2017
Q4 | $7.88M | Sell |
252,635
-22,595
| -8% | -$684K | 0.4% | 32 |
|
|
2017
Q3 | $8.12M | Sell |
275,230
-1,351,863
| -83% | -$38.9M | 0.44% | 33 |
|
|
2017
Q2 | $46.4M | Buy |
1,627,093
+653,815
| +67% | +$18.5M | 2.62% | 9 |
|
|
2017
Q1 | $27.5M | Buy |
+973,278
| New | +$27.1M | 1.61% | 10 |
|
Other funds holding EQAL
WCP
Choate Investment Advisors's EQAL Position: Q2 2026 in Review
Choate Investment Advisors held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 7,050 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #348.
Choate Investment Advisors first reported a position in EQAL in Q1 2017 and has held it in 37 quarters since. The position peaked at $84.1M in Q1 2019. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.
- Choate Investment Advisors held 7,050 shares of Invesco Russell 1000 Equal Weight ETF worth $418K as of Q2 2026.
- Choate Investment Advisors left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
- Invesco Russell 1000 Equal Weight ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #348 holding.
- Choate Investment Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2017 and has held it in 37 quarters since.
- Choate Investment Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $84.1M in Q1 2019.
- 95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.
Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.