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Choate Investment Advisors’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Choate Investment Advisors’s Portfolio RZV Stock Details RZV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,750
Closed -$325K – 454
2025
Q3 		$325K Hold
2,750
– – 0.01% 349
2025
Q2 		$288K Hold
2,750
– – 0.01% 345
2025
Q1 		$272K Hold
2,750
– – 0.01% 341
2024
Q4 		$306K Hold
2,750
– – 0.01% 323
2024
Q3 		$301K Hold
2,750
– – 0.01% 314
2024
Q2 		$273K Hold
2,750
– – 0.01% 318
2024
Q1 		$296K Buy
+2,750
New +$283K 0.01% 336

Other funds holding RZV

SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $190M AUM 18.25% 1-Year Est. Return

Choate Investment Advisors's RZV Position: Q4 2025 in Review

Choate Investment Advisors sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q4 2025, closing a stake of 2,750 shares — an estimated $325K sold.

Choate Investment Advisors first reported a position in RZV in Q1 2024 and held it in 7 quarters. The position peaked at $325K in Q3 2025. 65 funds tracked by Wall St. Rank hold RZV as of Q4 2025.

  • Choate Investment Advisors reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q4 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 2,750 Invesco S&P SmallCap 600 Pure Value ETF shares in Q4 2025, an estimated $325K.
  • Choate Investment Advisors first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q1 2024 and held it in 7 quarters.
  • Choate Investment Advisors's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $325K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.