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Idaho Trust Bank’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Idaho Trust Bank’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 		$389K Buy
+2,029
New +$402K 0.13% 77
2025
Q4 		– Sell
-1,243
Closed -$236K – 108
2025
Q3 		$236K Buy
+1,243
New +$232K 0.08% 96

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 $2.26B AUM 7.02% 1-Year Est. Return

Idaho Trust Bank's RSP Position: Q1 2026 in Review

Idaho Trust Bank opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 2,029 shares worth $389K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings. This is a return to the name: Idaho Trust Bank previously reported a position in RSP as recently as Q3 2025.

Idaho Trust Bank first reported a position in RSP in Q3 2025 and has held it in 2 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Idaho Trust Bank held 2,029 shares of Invesco S&P 500 Equal Weight ETF worth $389K as of Q1 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Idaho Trust Bank position in Q1 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.13% of Idaho Trust Bank's portfolio in Q1 2026, its #77 holding.
  • Idaho Trust Bank first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.