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Ironwood Investment Counsel’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Ironwood Investment Counsel’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Hold
6,903
– – 0.05% 197
2025
Q4 		$362K Sell
6,903
-232
-3% -$12K 0.05% 201
2025
Q3 		$363K Hold
7,135
– – 0.05% 201
2025
Q2 		$348K Hold
7,135
– – 0.05% 197
2025
Q1 		$313K Buy
+7,135
New +$341K 0.05% 192

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironwood Investment Counsel's RFG Position: Q1 2026 in Review

Ironwood Investment Counsel held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q1 2026 at 6,903 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #197.

Ironwood Investment Counsel first reported a position in RFG in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold RFG as of Q1 2026.

  • Ironwood Investment Counsel held 6,903 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $378K as of Q1 2026.
  • Ironwood Investment Counsel left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.05% of Ironwood Investment Counsel's portfolio in Q1 2026, its #197 holding.
  • Ironwood Investment Counsel first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.