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International Assets Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

International Assets Investment 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 		$176K Hold
1,076
– – 0.01% 910
2026
Q1 		$138K Hold
1,076
– – 0.01% 921
2025
Q4 		$137K Buy
+1,076
New +$137K 0.01% 927
2024
Q3 		– Sell
-1,451
Closed -$137K – 2444
2024
Q2 		$137K Buy
+1,451
New +$130K 0.01% 845

Other funds holding PWB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

International Assets Investment Management's PWB Position: Q2 2026 in Review

International Assets Investment Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,076 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #910.

International Assets Investment Management first reported a position in PWB in Q2 2024 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • International Assets Investment Management held 1,076 shares of Invesco Large Cap Growth ETF worth $176K as of Q2 2026.
  • International Assets Investment Management left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #910 holding.
  • International Assets Investment Management first reported a position in Invesco Large Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.