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

IronBridge Private Wealth’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-206,080	Closed	-$6.04M	–	305
2021 Q2	$6.04M	Buy	+206,080	New	+$5.83M	3.56%	5
2021 Q1	–	Sell	-1,380	Closed	-$36K	–	285
2020 Q4	$36K	Buy	+1,380	New	+$34.4K	0.03%	66

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

IronBridge Private Wealth's RSPH Position: Q3 2021 in Review

IronBridge Private Wealth sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2021, closing a stake of 206,080 shares — an estimated $6.04M sold.

IronBridge Private Wealth first reported a position in RSPH in Q4 2020 and held it in 2 quarters. The position peaked at $6.04M in Q2 2021. 173 funds tracked by Wall St. Rank hold RSPH as of Q3 2021.

IronBridge Private Wealth reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2021 after selling out during the quarter.
IronBridge Private Wealth sold 206,080 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2021, an estimated $6.04M.
IronBridge Private Wealth first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2020 and held it in 2 quarters.
IronBridge Private Wealth's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $6.04M in Q2 2021.
173 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.