Creative Planning’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $867K | Buy |
17,614
+1,506
| +9% | +$74.2K | ﹤0.01% | 1975 |
|
2025
Q1 | $761K | Buy |
16,108
+60
| +0.4% | +$2.84K | ﹤0.01% | 1938 |
|
2024
Q4 | $775K | Buy |
16,048
+4,546
| +40% | +$220K | ﹤0.01% | 1856 |
|
2024
Q3 | $560K | Buy |
11,502
+35
| +0.3% | +$1.7K | ﹤0.01% | 1998 |
|
2024
Q2 | $512K | Buy |
+11,467
| New | +$512K | ﹤0.01% | 1914 |
|
2017
Q3 | – | Sell |
-800
| Closed | -$23K | – | 2370 |
|
2017
Q2 | $23K | Sell |
800
-16
| -2% | -$460 | ﹤0.01% | 3054 |
|
2017
Q1 | $23K | Sell |
816
-21
| -3% | -$592 | ﹤0.01% | 3002 |
|
2016
Q4 | $23K | Hold |
837
| – | – | ﹤0.01% | 2946 |
|
2016
Q3 | $22K | Buy |
+837
| New | +$22K | ﹤0.01% | 2965 |
|