Invesco S&p 500 Equal Weight Etf shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Invesco S&p 500 Equal Weight Etf
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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 23k | 169.37 |
| 2023-12-31 | $3.6M | 23k | 157.80 |
| 2023-09-30 | $3.2M | 23k | 141.69 |
| 2023-06-30 | $3.8M | 25k | 149.64 |
| 2023-03-31 | $4.0M | 28k | 144.62 |
| 2022-12-31 | $3.9M | 28k | 141.25 |
| 2022-09-30 | $1.7M | 13k | 127.31 |
| 2022-06-30 | $1.6M | 12k | 134.20 |
| 2022-03-31 | $1.7M | 11k | 157.71 |
| 2021-12-31 | $1.6M | 9.9k | 162.71 |
| 2021-09-30 | $1.4M | 9.4k | 149.82 |
| 2021-06-30 | $1.6M | 10k | 150.68 |
| 2021-03-31 | $747k | 5.3k | 141.72 |
| 2020-12-31 | $323k | 2.5k | 127.67 |
| 2020-09-30 | $241k | 2.2k | 108.07 |
| 2020-03-31 | $237k | 2.8k | 84.01 |
| 2019-12-31 | $326k | 2.8k | 115.81 |
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