Wealth Advisors of Iowa’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Advisors of Iowa’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	$28.7M	Sell	149,294 -688	-0.5%	-$136K	8.86%	4
2025 Q4	$28.7M	Buy	149,982 +810	+0.5%	+$154K	9.43%	2
2025 Q3	$28.3M	Sell	149,172 -1,289	-0.9%	-$240K	9.63%	2
2025 Q2	$27.3M	Sell	150,461 -79,150	-34%	-$13.7M	10.22%	1
2025 Q1	$39.8M	Buy	229,611 +3,902	+2%	+$694K	17.1%	1
2024 Q4	$39.6M	Buy	225,709 +7,666	+4%	+$1.39M	19.94%	1
2024 Q3	$39.1M	Buy	218,043 +3,346	+2%	+$572K	19.89%	1
2024 Q2	$35.3M	Buy	214,697 +1,633	+0.8%	+$269K	19.68%	2
2024 Q1	$36.1M	Buy	213,064 +102,011	+92%	+$16.4M	21.95%	1
2023 Q4	$17.5M	Buy	111,053 +3,590	+3%	+$522K	11.76%	3
2023 Q3	$15.2M	Buy	+107,463	New	+$16.1M	10.71%	3
2023 Q1	–	Sell	-15,214	Closed	-$2.15M	–	66
2022 Q4	$2.15M	Buy	+15,214	New	+$2.13M	1.76%	8
2022 Q3	–	Sell	-35,068	Closed	-$5.53M	–	65
2022 Q2	$5.53M	Hold	35,068	–	–	0.97%	12
2022 Q1	$5.53M	Sell	35,068 -3,508	-9%	-$547K	2.77%	10
2021 Q4	$6.28M	Sell	38,576 -10,465	-21%	-$1.65M	3.43%	7
2021 Q3	$7.37M	Sell	49,041 -96,569	-66%	-$14.8M	4.01%	7
2021 Q2	$21.9M	Buy	145,610 +5,493	+4%	+$818K	11.45%	3
2021 Q1	$19.8M	Buy	+140,117	New	+$18.9M	11.06%	3

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

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

Wealth Advisors of Iowa's RSP Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.46% in Q1 2026, selling an estimated $136K and leaving 149,294 shares worth $28.7M. The position accounts for 8.86% of the portfolio, ranked #4.

Wealth Advisors of Iowa first reported a position in RSP in Q1 2021 and has held it in 18 quarters since. The position peaked at $39.8M in Q1 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Wealth Advisors of Iowa held 149,294 shares of Invesco S&P 500 Equal Weight ETF worth $28.7M as of Q1 2026.
Wealth Advisors of Iowa sold 688 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $136K.
Invesco S&P 500 Equal Weight ETF made up 8.86% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #4 holding.
Wealth Advisors of Iowa first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 18 quarters since.
Wealth Advisors of Iowa's Invesco S&P 500 Equal Weight ETF position peaked at $39.8M in Q1 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.