Invesco S&p 500 Equal Weight Etf shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 188k | 179.16 |
| 2024-06-30 | $31M | 188k | 164.28 |
| 2024-03-31 | $40M | 234k | 169.37 |
| 2023-12-31 | $37M | 232k | 157.80 |
| 2023-09-30 | $25M | 176k | 141.69 |
| 2023-06-30 | $24M | 162k | 149.64 |
| 2023-03-31 | $22M | 155k | 144.63 |
| 2022-12-31 | $3.1M | 22k | 141.25 |
| 2022-09-30 | $434k | 3.4k | 127.20 |
| 2022-06-30 | $273k | 2.0k | 134.42 |
| 2022-03-31 | $267k | 1.7k | 157.43 |
| 2021-12-31 | $276k | 1.7k | 162.74 |
| 2021-09-30 | $254k | 1.7k | 149.76 |
| 2021-06-30 | $256k | 1.7k | 150.94 |
| 2021-03-31 | $240k | 1.7k | 141.51 |
| 2020-12-31 | $216k | 1.7k | 127.36 |
| 2020-09-30 | $269k | 2.6k | 101.89 |
| 2020-06-30 | $269k | 2.6k | 101.89 |
| 2020-03-31 | $234k | 2.8k | 83.84 |
| 2019-12-31 | $322k | 2.8k | 115.41 |
| 2019-09-30 | $303k | 2.8k | 108.02 |
| 2019-06-30 | $303k | 2.8k | 107.71 |
| 2019-03-31 | $291k | 2.8k | 104.60 |
| 2018-12-31 | $532k | 5.8k | 91.30 |
| 2018-09-30 | $616k | 6.0k | 101.92 |
| 2018-06-30 | $616k | 6.0k | 101.92 |
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