IronBridge Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

IronBridge Private Wealth’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
2026 Q1	–	Sell	-1,844	Closed	-$350K	–	54
2025 Q4	$350K	Hold	1,844	–	–	0.11%	37
2025 Q3	$350K	Hold	1,844	–	–	0.11%	37
2025 Q2	$335K	Hold	1,844	–	–	0.12%	31
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	+$315K	0.12%	39
2023 Q3	–	Sell	-24,739	Closed	-$3.7M	–	42
2023 Q2	$3.7M	Buy	+24,739	New	+$3.56M	2.08%	17

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

IronBridge Private Wealth's RSP Position: Q1 2026 in Review

IronBridge Private Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,844 shares — an estimated $350K sold.

IronBridge Private Wealth first reported a position in RSP in Q2 2023 and held it in 7 quarters. The position peaked at $3.7M in Q2 2023. 2,233 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

IronBridge Private Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 1,844 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $350K.
IronBridge Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 7 quarters.
IronBridge Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $3.7M in Q2 2023.
2,233 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.