CIBC Private Wealth Group
RWJ icon

CIBC Private Wealth Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$19.6K Sell
403
-6
-1% -$290 ﹤0.01% 2171
2025
Q3 		$19.8K Buy
+409
New +$19K ﹤0.01% 2159

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM

CIBC Private Wealth Group's RWJ Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.5% in Q4 2025, selling an estimated $290 and leaving 403 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

CIBC Private Wealth Group first reported a position in RWJ in Q3 2025 and has held it in 2 quarters since. The position peaked at $19.8K in Q3 2025. 192 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

  • CIBC Private Wealth Group held 403 shares of Invesco S&P SmallCap 600 Revenue ETF worth $19.6K as of Q4 2025.
  • CIBC Private Wealth Group sold 6 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $290.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2171 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $19.8K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.