IPW
IronBridge Private Wealth’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
Q1 | $319K | Hold |
1,844
| – | – | 0.13% | 39 |
|
|
2024
Q4 | $323K | Hold |
1,844
| – | – | 0.12% | 40 |
|
|
2024
Q3 | $330K | Buy |
+1,844
| New | +$330K | 0.12% | 39 |
|
|
2023
Q3 | – | Sell |
-24,739
| Closed | -$3.7M | – | 42 |
|
|
2023
Q2 | $3.7M | Buy |
+24,739
| New | +$3.7M | 2.08% | 17 |
|