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

Ironwood 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
2026 Q2	$10.8M	Buy	50,597 +2,036	+4%	+$417K	1.7%	13
2026 Q1	$9.32M	Buy	48,561 +2,546	+6%	+$505K	1.63%	15
2025 Q4	$9.1M	Buy	46,015 +3,514	+8%	+$667K	1.54%	15
2025 Q3	$8.06M	Buy	42,501 +7,825	+23%	+$1.46M	1.43%	19
2025 Q2	$6.01M	Hold	34,676	–	–	1.29%	21
2025 Q1	$6.01M	Buy	34,676 +3,640	+12%	+$647K	1.29%	21
2024 Q4	$5.44M	Buy	31,036 +3,500	+13%	+$633K	1.14%	24
2024 Q3	$4.93M	Buy	27,536 +3,254	+13%	+$556K	1.04%	28
2024 Q2	$3.99M	Buy	24,282 +2,317	+11%	+$381K	0.89%	33
2024 Q1	$3.72M	Buy	21,965 +3,506	+19%	+$563K	0.86%	32
2023 Q4	$2.91M	Buy	18,459 +2,086	+13%	+$303K	0.71%	30
2023 Q3	$2.32M	Buy	16,373 +1,850	+13%	+$276K	0.62%	34
2023 Q2	$2.17M	Buy	14,523 +754	+5%	+$109K	0.57%	39
2023 Q1	$1.99M	Buy	13,769 +1,041	+8%	+$152K	0.56%	37
2022 Q4	$1.8M	Buy	12,728 +764	+6%	+$107K	0.56%	38
2022 Q3	$1.52M	Buy	11,964 +1,529	+15%	+$216K	0.5%	41
2022 Q2	$1.4M	Buy	10,435 +1,850	+22%	+$271K	0.45%	48
2022 Q1	$1.35M	Buy	8,585 +3,207	+60%	+$500K	0.38%	51
2021 Q4	$875K	Buy	5,378 +1,447	+37%	+$229K	0.24%	67
2021 Q3	$589K	Buy	3,931 +517	+15%	+$79.2K	0.17%	77
2021 Q2	$515K	Buy	3,414 +259	+8%	+$38.6K	0.15%	78
2021 Q1	$447K	Buy	3,155 +410	+15%	+$55.3K	0.15%	82
2020 Q4	$350K	Buy	2,745 +1,074	+64%	+$128K	0.13%	83
2020 Q3	$181K	Buy	1,671 +1,122	+204%	+$121K	0.09%	63
2020 Q2	$56K	Buy	549 +68	+14%	+$6.56K	0.03%	103
2020 Q1	$40K	Sell	481 -1,004	-68%	-$107K	0.03%	97
2019 Q4	$172K	Sell	1,485 -81	-5%	-$9K	0.08%	57
2019 Q3	$169K	Hold	1,566	–	–	0.08%	59
2019 Q2	$169K	Hold	1,566	–	–	0.08%	58
2019 Q1	$164K	Hold	1,566	–	–	0.08%	58
2018 Q4	$143K	Hold	1,566	–	–	0.08%	56
2018 Q3	$167K	Hold	1,566	–	–	0.09%	60
2018 Q2	$160K	Buy	+1,566	New	+$159K	0.09%	50
2018 Q1	–	Sell	-1,614	Closed	-$163K	–	268
2017 Q4	$163K	Hold	1,614	–	–	0.1%	49
2017 Q3	$154K	Hold	1,614	–	–	0.1%	53
2017 Q2	$150K	Hold	1,614	–	–	0.1%	51
2017 Q1	$147K	Sell	1,614 -149	-8%	-$13.4K	0.1%	51
2016 Q4	$153K	Sell	1,763 -80	-4%	-$6.76K	0.11%	50
2016 Q3	$154K	Sell	1,843 -240	-12%	-$20K	0.11%	52
2016 Q2	$167K	Sell	2,083 -1,165	-36%	-$92.6K	0.12%	51
2016 Q1	$255K	Buy	+3,248	New	+$239K	0.2%	42
2015 Q3	$311K	Sell	4,233 -898	-18%	-$69.9K	0.15%	54
2015 Q2	$409K	Sell	5,131 -450	-8%	-$36.9K	0.19%	51
2015 Q1	$452K	Sell	5,581 -90	-2%	-$7.24K	0.22%	50
2014 Q4	$454K	Buy	+5,671	New	+$441K	0.25%	49

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Ironwood Financial's RSP Position: Q2 2026 in Review

Ironwood Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.2% in Q2 2026, buying an estimated $417K and bringing the position to 50,597 shares worth $10.8M. The position accounts for 1.7% of the portfolio, ranked #13.

Ironwood Financial first reported a position in RSP in Q4 2014 and has held it in 45 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ironwood Financial held 50,597 shares of Invesco S&P 500 Equal Weight ETF worth $10.8M as of Q2 2026.
Ironwood Financial bought 2,036 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $417K.
Invesco S&P 500 Equal Weight ETF made up 1.7% of Ironwood Financial's portfolio in Q2 2026, its #13 holding.
Ironwood Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 45 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.