Wealthfront Advisers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
27,476
+5,294
| +24% | +$962K | 0.01% | 383 |
|
|
2025
Q1 | $3.84M | Buy |
22,182
+5,082
| +30% | +$880K | 0.01% | 407 |
|
|
2024
Q4 | $3M | Buy |
17,100
+702
| +4% | +$123K | 0.01% | 432 |
|
|
2024
Q3 | $2.94M | Buy |
16,398
+957
| +6% | +$171K | 0.01% | 417 |
|
|
2024
Q2 | $2.54M | Sell |
15,441
-2,906
| -16% | -$477K | 0.01% | 429 |
|
|
2024
Q1 | $3.11M | Buy |
18,347
+8,706
| +90% | +$1.47M | 0.01% | 381 |
|
|
2023
Q4 | $1.52M | Buy |
9,641
+151
| +2% | +$23.8K | 0.01% | 514 |
|
|
2023
Q3 | $1.34M | Buy |
9,490
+435
| +5% | +$61.6K | 0.01% | 504 |
|
|
2023
Q2 | $1.35M | Buy |
9,055
+938
| +12% | +$140K | 0.01% | 498 |
|
|
2023
Q1 | $1.17M | Sell |
8,117
-686
| -8% | -$99.2K | 0.01% | 498 |
|
|
2022
Q4 | $1.24M | Buy |
8,803
+3,904
| +80% | +$551K | 0.01% | 481 |
|
|
2022
Q3 | $624K | Sell |
4,899
-5,170
| -51% | -$659K | ﹤0.01% | 559 |
|
|
2022
Q2 | $1.35M | Buy |
10,069
+4,309
| +75% | +$579K | 0.01% | 442 |
|
|
2022
Q1 | $908K | Buy |
5,760
+902
| +19% | +$142K | ﹤0.01% | 535 |
|
|
2021
Q4 | $791K | Buy |
4,858
+968
| +25% | +$158K | ﹤0.01% | 519 |
|
|
2021
Q3 | $582K | Sell |
3,890
-1,302
| -25% | -$195K | ﹤0.01% | 543 |
|
|
2021
Q2 | $783K | Buy |
+5,192
| New | +$783K | ﹤0.01% | 460 |
|
|
2019
Q3 | – | Sell |
-2,231
| Closed | -$241K | – | 490 |
|
|
2019
Q2 | $241K | Sell |
2,231
-361
| -14% | -$39K | ﹤0.01% | 459 |
|
|
2019
Q1 | $271K | Sell |
2,592
-255
| -9% | -$26.7K | ﹤0.01% | 435 |
|
|
2018
Q4 | $260K | Buy |
+2,847
| New | +$260K | ﹤0.01% | 411 |
|