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 Q3	$8.13M	Buy	144,684 +8,621	+6%	+$519K	3.95%	11
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 $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cyr Financial's RWJ Position: Q3 2026 in Review

Cyr Financial increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 6.3% in Q3 2026, buying an estimated $519K and bringing the position to 144,684 shares worth $8.13M. The position accounts for 3.95% of the portfolio, ranked #11.

Cyr Financial first reported a position in RWJ in Q2 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Cyr Financial held 144,684 shares of Invesco S&P SmallCap 600 Revenue ETF worth $8.13M as of Q3 2026.
Cyr Financial bought 8,621 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $519K.
Invesco S&P SmallCap 600 Revenue ETF made up 3.95% of Cyr Financial's portfolio in Q3 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 10 quarters since.
137 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.