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

Cyr Financial’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	$8.1M	Buy	136,063 +4,408	+3%	+$245K	4.22%	11
2026 Q1	$6.65M	Buy	131,655 +6,524	+5%	+$337K	3.91%	11
2025 Q4	$6.1M	Buy	125,131 +6,344	+5%	+$306K	3.8%	11
2025 Q3	$5.74M	Buy	118,787 +3,230	+3%	+$150K	3.92%	11
2025 Q2	$5M	Buy	115,557 +10,342	+10%	+$417K	3.86%	11
2025 Q1	$4.28M	Buy	105,215 +2,500	+2%	+$112K	3.83%	11
2024 Q4	$4.7M	Buy	102,715 +819	+0.8%	+$38.2K	4.29%	11
2024 Q3	$4.66M	Sell	101,896 -916	-0.9%	-$39.6K	4.35%	10
2024 Q2	$4.12M	Buy	+102,812	New	+$4.2M	4.11%	7

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

Cyr Financial's RWJ Position: Q2 2026 in Review

Cyr Financial increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 3.3% in Q2 2026, buying an estimated $245K and bringing the position to 136,063 shares worth $8.1M. The position accounts for 4.22% of the portfolio, ranked #11.

Cyr Financial first reported a position in RWJ in Q2 2024 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Cyr Financial held 136,063 shares of Invesco S&P SmallCap 600 Revenue ETF worth $8.1M as of Q2 2026.
Cyr Financial bought 4,408 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $245K.
Invesco S&P SmallCap 600 Revenue ETF made up 4.22% of Cyr Financial's portfolio in Q2 2026, its #11 holding.
Cyr Financial first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.