YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
42,176
+2,521
| +6% | +$192K | 1.67% | 21 |
|
|
2025
Q1 | $2.88M | Sell |
39,655
-588
| -1% | -$42.6K | 1.62% | 22 |
|
|
2024
Q4 | $2.91M | Buy |
40,243
+724
| +2% | +$52.4K | 1.61% | 21 |
|
|
2024
Q3 | $2.73M | Buy |
39,519
+827
| +2% | +$57.1K | 1.64% | 19 |
|
|
2024
Q2 | $2.37M | Sell |
38,692
-1,708
| -4% | -$105K | 1.54% | 20 |
|
|
2024
Q1 | $2.6M | Sell |
40,400
-1,556
| -4% | -$100K | 1.69% | 20 |
|
|
2023
Q4 | $2.46M | Buy |
41,956
+491
| +1% | +$28.8K | 1.73% | 20 |
|
|
2023
Q3 | $2.1M | Buy |
41,465
+2,758
| +7% | +$140K | 1.73% | 17 |
|
|
2023
Q2 | $1.98M | Sell |
38,707
-880
| -2% | -$45.1K | 1.56% | 18 |
|
|
2023
Q1 | $2M | Buy |
+39,587
| New | +$2M | 1.66% | 20 |
|