IAG Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

IAG Wealth Partners’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.6K	Hold	50	–	–	﹤0.01%	386
2025 Q4	$9.58K	Hold	50	–	–	﹤0.01%	361
2025 Q3	$9.48K	Hold	50	–	–	﹤0.01%	379
2025 Q2	$9.09K	Hold	50	–	–	﹤0.01%	353
2025 Q1	$8.66K	Sell	50 -80	-62%	-$14.2K	﹤0.01%	353
2024 Q4	$22.8K	Hold	130	–	–	﹤0.01%	269
2024 Q3	$23.3K	Sell	130 -3	-2%	-$513	﹤0.01%	265
2024 Q2	$21.8K	Sell	133 -57	-30%	-$9.38K	﹤0.01%	260
2024 Q1	$32.2K	Hold	190	–	–	0.01%	199
2023 Q4	$30K	Hold	190	–	–	0.01%	198
2023 Q3	$26.9K	Hold	190	–	–	0.01%	200
2023 Q2	$28.4K	Hold	190	–	–	0.01%	206
2023 Q1	$27.5K	Hold	190	–	–	0.01%	190
2022 Q4	$26.8K	Hold	190	–	–	0.01%	185
2022 Q3	$24K	Sell	190 -56	-23%	-$7.9K	0.01%	189
2022 Q2	$33K	Hold	246	–	–	0.01%	164
2022 Q1	$39K	Hold	246	–	–	0.01%	160
2021 Q4	$40K	Hold	246	–	–	0.01%	157
2021 Q3	$37K	Sell	246 -96	-28%	-$14.7K	0.01%	147
2021 Q2	$52K	Sell	342 -140	-29%	-$20.8K	0.02%	117
2021 Q1	$69K	Sell	482 -200	-29%	-$27K	0.03%	89
2020 Q4	$87K	Sell	682 -24	-3%	-$2.85K	0.04%	79
2020 Q3	$77K	Hold	706	–	–	0.04%	81
2020 Q2	$72K	Sell	706 -408	-37%	-$39.3K	0.03%	84
2020 Q1	$94K	Sell	1,114 -1,064	-49%	-$113K	0.06%	64
2019 Q4	$253K	Buy	+2,178	New	+$242K	0.17%	42

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

IAG Wealth Partners's RSP Position: Q1 2026 in Review

IAG Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 50 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

IAG Wealth Partners first reported a position in RSP in Q4 2019 and has held it in 26 quarters since. The position peaked at $253K in Q4 2019. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

IAG Wealth Partners held 50 shares of Invesco S&P 500 Equal Weight ETF worth $9.6K as of Q1 2026.
IAG Wealth Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #386 holding.
IAG Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $253K in Q4 2019.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.