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Joel Isaacson & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Joel Isaacson & Co’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 		$8.13M Buy
38,224
+7,127
+23% +$1.46M 0.24% 51
2026
Q1 		$5.97M Buy
31,097
+15,419
+98% +$3.06M 0.2% 56
2025
Q4 		$3M Buy
15,678
+1,717
+12% +$326K 0.1% 96
2025
Q3 		$2.65M Buy
13,961
+3,245
+30% +$605K 0.1% 99
2025
Q2 		$1.95M Buy
10,716
+2,933
+38% +$506K 0.08% 112
2025
Q1 		$1.35M Buy
+7,783
New +$1.38M 0.06% 134

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Joel Isaacson & Co's RSP Position: Q2 2026 in Review

Joel Isaacson & Co increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 23% in Q2 2026, buying an estimated $1.46M and bringing the position to 38,224 shares worth $8.13M. The position accounts for 0.24% of the portfolio, ranked #51.

Joel Isaacson & Co first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Joel Isaacson & Co held 38,224 shares of Invesco S&P 500 Equal Weight ETF worth $8.13M as of Q2 2026.
  • Joel Isaacson & Co bought 7,127 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.46M.
  • Invesco S&P 500 Equal Weight ETF made up 0.24% of Joel Isaacson & Co's portfolio in Q2 2026, its #51 holding.
  • Joel Isaacson & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.