IWA
RSP icon

Icon Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Icon Wealth Advisors’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 		$733K Sell
3,656
-428
-10% -$84.8K 0.05% 209
2025
Q4 		$782K Sell
4,084
-10
-0.2% -$1.9K 0.05% 197
2025
Q3 		$777K Buy
4,094
+67
+2% +$12.5K 0.05% 202
2025
Q2 		$732K Buy
+4,027
New +$695K 0.05% 208

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Icon Wealth Advisors's RSP Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q1 2026, selling an estimated $84.8K and leaving 3,656 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #209.

Icon Wealth Advisors first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. The position peaked at $782K in Q4 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Icon Wealth Advisors held 3,656 shares of Invesco S&P 500 Equal Weight ETF worth $733K as of Q1 2026.
  • Icon Wealth Advisors sold 428 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $84.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • Icon Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • Icon Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $782K in Q4 2025.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.