Iron Horse Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$19.1K	Hold	105	–	–	0.01%	217
2025 Q1	$18.2K	Buy	105 +17	+19%	+$3.02K	0.01%	212
2024 Q4	$15.4K	Hold	88	–	–	0.01%	205
2024 Q3	$15.8K	Hold	88	–	–	0.01%	204
2024 Q2	$14.5K	Hold	88	–	–	0.01%	186
2024 Q1	$14.9K	Hold	88	–	–	0.01%	165
2023 Q4	$13.9K	Hold	88	–	–	0.01%	154
2023 Q3	$12.5K	Buy	+88	New	+$13.1K	0.01%	158
2022 Q1	–	Sell	-173	Closed	-$28K	–	260
2021 Q4	$28K	Buy	+173	New	+$27.3K	0.02%	87

Other funds holding RSP

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

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

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iron Horse Wealth Management's RSP Position: Q2 2025 in Review

Iron Horse Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2025 at 105 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #217.

Iron Horse Wealth Management first reported a position in RSP in Q4 2021 and has held it in 9 quarters since. The position peaked at $28K in Q4 2021. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Iron Horse Wealth Management held 105 shares of Invesco S&P 500 Equal Weight ETF worth $19.1K as of Q2 2025.
Iron Horse Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2025.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #217 holding.
Iron Horse Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 9 quarters since.
Iron Horse Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $28K in Q4 2021.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.