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IAM Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History

IAM Advisory’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Hold
3,065
– – 0.1% 76
2026
Q1 		$386K Hold
3,065
– – 0.09% 79
2025
Q4 		$390K Hold
3,065
– – 0.09% 78
2025
Q3 		$384K Sell
3,065
-19
-0.6% -$2.28K 0.09% 77
2025
Q2 		$362K Hold
3,084
– – 0.09% 74
2025
Q1 		$296K Sell
3,084
-2
-0.1% -$207 0.08% 83
2024
Q4 		$314K Sell
3,086
-18
-0.6% -$1.85K 0.08% 80
2024
Q3 		$306K Sell
3,104
-194
-6% -$18.3K 0.08% 82
2024
Q2 		$311K Hold
3,298
– – 0.08% 79
2024
Q1 		$294K Sell
3,298
-23
-0.7% -$1.95K 0.08% 80
2023
Q4 		$258K Sell
3,321
-115
-3% -$8.3K 0.08% 81
2023
Q3 		$233K Sell
3,436
-252
-7% -$17.8K 0.08% 83
2023
Q2 		$260K Buy
3,688
+3
+0.1% +$199 0.09% 79
2023
Q1 		$239K Sell
3,685
-1,364
-27% -$85.5K 0.08% 80
2022
Q4 		$302K Sell
5,049
-160
-3% -$9.72K 0.11% 72
2022
Q3 		$297K Sell
5,209
-1,079
-17% -$67.7K 0.13% 65
2022
Q2 		$369K Sell
6,288
-7,577
-55% -$483K 0.15% 62
2022
Q1 		$1M Sell
13,865
-123,026
-90% -$8.78M 0.41% 40
2021
Q4 		$10.4M Sell
136,891
-122,033
-47% -$9.61M 4.12% 5
2021
Q3 		$19.2M Buy
+258,924
New +$19.8M 8.13% 3
2021
Q2 		– Sell
-268,181
Closed -$19M – 89
2021
Q1 		$19M Buy
268,181
+1,698
+0.6% +$116K 8.27% 3
2020
Q4 		$18.6M Buy
+266,483
New +$17.2M 9.35% 3

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return