Number of Shares
229,611.00
Current Holdings Value*
$39.78 Mil
% of Portfolio
17.1%
Total Estimate Gain
$8.78 Mil
% of Total Estimate Gain
15.23%

Wealth Advisors of Iowa, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 229,611.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $39.78 Mil. This investment constitutes 17.1% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.06% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2021Q1. And since then Wealth Advisors of Iowa, LLC has made 10 purchases of RSP, at an average price of $147.64, for a total of 390,435.00 shares. In addition, there have been 5 sales at an average price of $149.72 for 160,824.00 shares. Based on historical transaction data and RSP's current price of $184.42, Wealth Advisors of Iowa, LLC's estimated gain on his RSP holdings is $8.78 Mil, reflecting a 15.23% gain to date.

Wealth Advisors of Iowa, LLC RSP ($184.42) Holding Chart

Wealth Advisors of Iowa, LLC RSP ($184.42) 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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