Cliff Asness’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Cliff Asness’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	$1.35M	Buy	22,723 +8,042	+55%	+$447K	﹤0.01%	2845
2026 Q1	$741K	Hold	14,681	–	–	﹤0.01%	2926
2025 Q4	$715K	Hold	14,681	–	–	﹤0.01%	2736
2025 Q3	$709K	Buy	+14,681	New	+$680K	﹤0.01%	2630

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cliff Asness's RWJ Position: Q2 2026 in Review

Cliff Asness increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 55% in Q2 2026, buying an estimated $447K and bringing the position to 22,723 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Cliff Asness first reported a position in RWJ in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Cliff Asness held 22,723 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.35M as of Q2 2026.
Cliff Asness bought 8,042 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $447K.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2845 holding.
Cliff Asness first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
205 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.