IRC
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Investors Research Corp’s Invesco Large Cap Growth ETF PWB Stock Holding History

Investors Research Corp’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
Q3 		$2.02M Sell
12,483
-565
-4% -$89K 0.36% 40
2026
Q2 		$2.2M Buy
13,048
+45
+0.3% +$6.83K 0.39% 36
2026
Q1 		$1.64M Buy
13,003
+581
+5% +$76.9K 0.31% 48
2025
Q4 		$1.58M Sell
12,422
-153
-1% -$19.4K 0.29% 55
2025
Q3 		$1.58M Buy
12,575
+623
+5% +$74.6K 0.29% 56
2025
Q2 		$1.4M Buy
11,952
+1,124
+10% +$118K 0.28% 65
2025
Q1 		$1.04M Buy
10,828
+795
+8% +$82.3K 0.23% 96
2024
Q4 		$1.02M Buy
10,033
+451
+5% +$46.4K 0.22% 94
2024
Q3 		$946K Buy
9,582
+433
+5% +$40.8K 0.21% 111
2024
Q2 		$864K Buy
9,149
+496
+6% +$44.3K 0.2% 116
2024
Q1 		$773K Buy
8,653
+498
+6% +$42.2K 0.18% 142
2023
Q4 		$634K Buy
8,155
+464
+6% +$33.5K 0.15% 173
2023
Q3 		$521K Buy
7,691
+138
+2% +$9.72K 0.14% 195
2023
Q2 		$533K Buy
7,553
+197
+3% +$13.1K 0.13% 201
2023
Q1 		$478K Buy
7,356
+287
+4% +$18K 0.12% 212
2022
Q4 		$422K Buy
7,069
+870
+14% +$52.9K 0.11% 230
2022
Q3 		$353K Buy
6,199
+1,207
+24% +$75.8K 0.11% 232
2022
Q2 		$293K Buy
4,992
+1,297
+35% +$82.8K 0.09% 261
2022
Q1 		$267K Buy
3,695
+1,106
+43% +$79K 0.08% 282
2021
Q4 		$209K Buy
2,589
+666
+35% +$52.5K 0.06% 301
2021
Q3 		$142K Buy
1,923
+524
+37% +$40.1K 0.05% 348
2021
Q2 		$104K Buy
1,399
+688
+97% +$48.9K 0.04% 394
2021
Q1 		$48K Buy
711
+383
+117% +$26.3K 0.02% 524
2020
Q4 		$22K Buy
328
+151
+85% +$9.74K 0.01% 711
2020
Q3 		$11K Buy
177
+71
+67% +$4.23K 0.01% 810
2020
Q2 		$6K Buy
106
+21
+25% +$1.06K ﹤0.01% 893
2020
Q1 		$4K Buy
85
+60
+240% +$2.99K ﹤0.01% 941
2019
Q4 		$1K Buy
25
+13
+108% +$640 ﹤0.01% 1084
2019
Q3 		$1K Buy
+12
New +$587 ﹤0.01% 1091

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Investors Research Corp's PWB Position: Q3 2026 in Review

Investors Research Corp reduced its Invesco Large Cap Growth ETF (PWB) stake by 4.3% in Q3 2026, selling an estimated $89K and leaving 12,483 shares worth $2.02M. The position accounts for 0.36% of the portfolio, ranked #40.

Investors Research Corp first reported a position in PWB in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.2M in Q2 2026. 30 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Investors Research Corp held 12,483 shares of Invesco Large Cap Growth ETF worth $2.02M as of Q3 2026.
  • Investors Research Corp sold 565 Invesco Large Cap Growth ETF shares in Q3 2026, an estimated $89K.
  • Invesco Large Cap Growth ETF made up 0.36% of Investors Research Corp's portfolio in Q3 2026, its #40 holding.
  • Investors Research Corp first reported a position in Invesco Large Cap Growth ETF in Q3 2019 and has held it in 29 quarters since.
  • Investors Research Corp's Invesco Large Cap Growth ETF position peaked at $2.2M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.