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 Q2	$31.2M	Sell	146,535 -2,759	-2%	-$565K	8.44%	3
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 Q2	–	Sell	-35,068	Closed	-$5.53M	–	63
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 $1.89T 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

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

Wealth Advisors of Iowa's RSP Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q2 2026, selling an estimated $565K and leaving 146,535 shares worth $31.2M. The position accounts for 8.44% of the portfolio, ranked #3.

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. 2,324 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wealth Advisors of Iowa held 146,535 shares of Invesco S&P 500 Equal Weight ETF worth $31.2M as of Q2 2026.
Wealth Advisors of Iowa sold 2,759 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $565K.
Invesco S&P 500 Equal Weight ETF made up 8.44% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #3 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.
2,324 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.