IWM
PWB icon

IHT Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

IHT Wealth Management’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 		$1.79M Sell
10,615
-625
-6% -$94.8K 0.04% 433
2026
Q1 		$1.42M Sell
11,240
-484
-4% -$64.1K 0.03% 477
2025
Q4 		$1.49M Sell
11,724
-450
-4% -$57.2K 0.04% 423
2025
Q3 		$1.53M Sell
12,174
-119
-1% -$14.3K 0.04% 404
2025
Q2 		$1.44M Sell
12,293
-809
-6% -$84.6K 0.04% 391
2025
Q1 		$1.26M Sell
13,102
-74
-0.6% -$7.66K 0.04% 413
2024
Q4 		$1.34M Sell
13,176
-344
-3% -$35.4K 0.04% 359
2024
Q3 		$1.33M Hold
13,520
– – 0.04% 423
2024
Q2 		$1.28M Sell
13,520
-318
-2% -$28.4K 0.05% 364
2024
Q1 		$1.24M Buy
13,838
+1
+0% +$85 0.05% 362
2023
Q4 		$1.08M Buy
13,837
+8
+0.1% +$578 0.05% 364
2023
Q3 		$937K Sell
13,829
-528
-4% -$37.2K 0.05% 362
2023
Q2 		$1.01M Sell
14,357
-1,676
-10% -$111K 0.05% 341
2023
Q1 		$1.04M Buy
16,033
+12
+0.1% +$752 0.06% 298
2022
Q4 		$957K Sell
16,021
-10
-0.1% -$608 0.06% 305
2022
Q3 		$913K Sell
16,031
-1,449
-8% -$90.9K 0.07% 304
2022
Q2 		$1.03M Buy
17,480
+145
+0.8% +$9.25K 0.09% 235
2022
Q1 		$1.25M Sell
17,335
-205
-1% -$14.6K 0.09% 214
2021
Q4 		$1.42M Sell
17,540
-798
-4% -$62.8K 0.1% 196
2021
Q3 		$1.36M Buy
18,338
+2
+0% +$153 0.11% 185
2021
Q2 		$1.36M Sell
18,336
-88
-0.5% -$6.25K 0.09% 251
2021
Q1 		$1.25M Buy
18,424
+106
+0.6% +$7.27K 0.09% 230
2020
Q4 		$1.24M Sell
18,318
-5,699
-24% -$368K 0.1% 209
2020
Q3 		$1.49M Sell
24,017
-2,141
-8% -$128K 0.15% 144
2020
Q2 		$1.43M Sell
26,158
-1,809
-6% -$91K 0.2% 116
2020
Q1 		$1.22M Buy
27,967
+1,900
+7% +$94.6K 0.18% 139
2019
Q4 		$1.34M Buy
26,067
+3,690
+16% +$182K 0.16% 149
2019
Q3 		$1.08M Buy
22,377
+2,173
+11% +$106K 0.15% 158
2019
Q2 		$977K Buy
20,204
+8,355
+71% +$398K 0.14% 159
2019
Q1 		$562K Buy
+11,849
New +$539K 0.09% 244

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $159M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

IHT Wealth Management's PWB Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Large Cap Growth ETF (PWB) stake by 5.6% in Q2 2026, selling an estimated $94.8K and leaving 10,615 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #433.

IHT Wealth Management first reported a position in PWB in Q1 2019 and has held it in 30 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • IHT Wealth Management held 10,615 shares of Invesco Large Cap Growth ETF worth $1.79M as of Q2 2026.
  • IHT Wealth Management sold 625 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $94.8K.
  • Invesco Large Cap Growth ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #433 holding.
  • IHT Wealth Management first reported a position in Invesco Large Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.