IRON Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

IRON Financial’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
2019 Q4	–	Sell	-2,247	Closed	-$243K	–	123
2019 Q3	$243K	Buy	2,247 +10	+0.4%	+$1.07K	0.18%	81
2019 Q2	$234K	Buy	2,237 +10	+0.4%	+$1.06K	0.22%	77
2019 Q1	$233K	Buy	2,227 +13	+0.6%	+$1.31K	0.15%	86
2018 Q4	$202K	Buy	2,214 +10	+0.5%	+$991	0.16%	73
2018 Q3	$235K	Buy	+2,204	New	+$233K	0.16%	79

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IRON Financial's RSP Position: Q4 2019 in Review

IRON Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2019, closing a stake of 2,247 shares — an estimated $243K sold.

IRON Financial first reported a position in RSP in Q3 2018 and held it in 5 quarters. The position peaked at $243K in Q3 2019. 730 funds tracked by Wall St. Rank hold RSP as of Q4 2019.

IRON Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
IRON Financial sold 2,247 Invesco S&P 500 Equal Weight ETF shares in Q4 2019, an estimated $243K.
IRON Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and held it in 5 quarters.
IRON Financial's Invesco S&P 500 Equal Weight ETF position peaked at $243K in Q3 2019.
730 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2019.

Based on IRON Financial's 13F filing for Q4 2019, filed 30 Jan 2020.