Baldwin Wealth Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Baldwin Wealth Partners’s Portfolio RWJ Stock Details RWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,148	Closed	-$98.2K	–	849
2024 Q3	$98.2K	Hold	2,148	–	–	0.01%	417
2024 Q2	$86.1K	Hold	2,148	–	–	0.01%	278
2024 Q1	$92K	Hold	2,148	–	–	0.01%	283
2023 Q4	$89K	Hold	2,148	–	–	0.01%	295
2023 Q3	$78.2K	Hold	2,148	–	–	0.01%	331
2023 Q2	$81.2K	Hold	2,148	–	–	0.01%	345
2023 Q1	$80.3K	Hold	2,148	–	–	0.01%	351
2022 Q4	$77.7K	Hold	2,148	–	–	0.01%	347
2022 Q3	$69K	Hold	2,148	–	–	0.01%	283
2022 Q2	$73K	Hold	2,148	–	–	0.01%	293
2022 Q1	$86K	Hold	2,148	–	–	0.01%	292
2021 Q4	$88K	Hold	2,148	–	–	0.01%	286
2021 Q3	$84K	Hold	2,148	–	–	0.01%	284
2021 Q2	$86K	Hold	2,148	–	–	0.01%	292
2021 Q1	$82K	Hold	2,148	–	–	0.01%	281
2020 Q4	$58K	Hold	2,148	–	–	0.01%	304
2020 Q3	$43K	Hold	2,148	–	–	0.01%	309
2020 Q2	$39K	Hold	2,148	–	–	0.01%	322
2020 Q1	$30K	Hold	2,148	–	–	0.01%	337
2019 Q4	$49K	Hold	2,148	–	–	0.01%	320
2019 Q3	$46K	Hold	2,148	–	–	0.01%	323
2019 Q2	$45K	Hold	2,148	–	–	0.01%	320
2019 Q1	$47K	Hold	2,148	–	–	0.01%	310
2018 Q4	$41K	Sell	2,148 -465	-18%	-$10.3K	0.01%	307
2018 Q3	$66K	Hold	2,613	–	–	0.01%	282
2018 Q2	$64K	Hold	2,613	–	–	0.01%	286
2018 Q1	$59K	Hold	2,613	–	–	0.01%	276
2017 Q4	$61K	Hold	2,613	–	–	0.01%	282
2017 Q3	$60K	Hold	2,613	–	–	0.01%	274
2017 Q2	$58K	Buy	+2,613	New	+$57.1K	0.01%	286

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baldwin Wealth Partners's RWJ Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2024, closing a stake of 2,148 shares — an estimated $98.2K sold.

Baldwin Wealth Partners first reported a position in RWJ in Q2 2017 and held it in 30 quarters. The position peaked at $98.2K in Q3 2024. 195 funds tracked by Wall St. Rank hold RWJ as of Q4 2024.

Baldwin Wealth Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,148 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2024, an estimated $98.2K.
Baldwin Wealth Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2017 and held it in 30 quarters.
Baldwin Wealth Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $98.2K in Q3 2024.
195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.