IWM
Integris Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
1,975
| – | – | 0.09% | 79 |
|
|
2025
Q1 | $342K | Hold |
1,975
| – | – | 0.1% | 75 |
|
|
2024
Q4 | $346K | Hold |
1,975
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $354K | Buy |
1,975
+75
| +4% | +$13.4K | 0.1% | 69 |
|
|
2024
Q2 | $312K | Hold |
1,900
| – | – | 0.09% | 70 |
|
|
2024
Q1 | $322K | Hold |
1,900
| – | – | 0.09% | 69 |
|
|
2023
Q4 | $300K | Buy |
+1,900
| New | +$300K | 0.09% | 71 |
|