Number of Shares
34,676.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
1.29%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
18.46%

Ironwood Financial, llc's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 34,676.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.01 Mil. This investment constitutes 1.29% of their stock portfolio, and Ironwood Financial, llc now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2014Q4. And since then Ironwood Financial, llc has made 21 purchases of RSP, at an average price of $145.65, for a total of 39,866.00 shares. In addition, there have been 4 sales at an average price of $94.89 for 5,190.00 shares. Based on historical transaction data and RSP's current price of $184.16, Ironwood Financial, llc's estimated gain on his RSP holdings is $1.07 Mil, reflecting a 18.46% gain to date.

Ironwood Financial, llc RSP ($184.16) Holding Chart

Ironwood Financial, llc RSP ($184.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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