Byrne Financial Freedom’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Byrne Financial Freedom’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
2026 Q2	$260K	Sell	4,370 -14	-0.3%	-$778	0.1%	106
2026 Q1	$221K	Sell	4,384 -177	-4%	-$9.15K	0.11%	98
2025 Q4	$222K	Sell	4,561 -32	-0.7%	-$1.55K	0.1%	95
2025 Q3	$222K	Sell	4,593 -15,248	-77%	-$707K	0.11%	89
2025 Q2	$859K	Sell	19,841 -858	-4%	-$34.6K	0.43%	43
2025 Q1	$842K	Sell	20,699 -91,015	-81%	-$4.07M	0.48%	43
2024 Q4	$5.11M	Buy	+111,714	New	+$5.21M	2.27%	17

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

Byrne Financial Freedom's RWJ Position: Q2 2026 in Review

Byrne Financial Freedom reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.32% in Q2 2026, selling an estimated $778 and leaving 4,370 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #106.

Byrne Financial Freedom first reported a position in RWJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Byrne Financial Freedom held 4,370 shares of Invesco S&P SmallCap 600 Revenue ETF worth $260K as of Q2 2026.
Byrne Financial Freedom sold 14 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $778.
Invesco S&P SmallCap 600 Revenue ETF made up 0.1% of Byrne Financial Freedom's portfolio in Q2 2026, its #106 holding.
Byrne Financial Freedom first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
Byrne Financial Freedom's Invesco S&P SmallCap 600 Revenue ETF position peaked at $5.11M in Q4 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.