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

DHJJ Financial Advisors’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	$6.43K	Hold	108	–	–	﹤0.01%	649
2026 Q1	$5.45K	Hold	108	–	–	﹤0.01%	653
2025 Q4	$5.26K	Hold	108	–	–	﹤0.01%	625
2025 Q3	$5.22K	Hold	108	–	–	﹤0.01%	611
2025 Q2	$4.68K	Hold	108	–	–	﹤0.01%	612
2025 Q1	$4.4K	Buy	+108	New	+$4.83K	﹤0.01%	580

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

DHJJ Financial Advisors's RWJ Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q2 2026 at 108 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

DHJJ Financial Advisors first reported a position in RWJ in Q1 2025 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

DHJJ Financial Advisors held 108 shares of Invesco S&P SmallCap 600 Revenue ETF worth $6.43K as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #649 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.