EP Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

EP Wealth 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
2025 Q2	$489K	Buy
2025 Q1	$434K	Hold
2024 Q4	$488K	Buy
2024 Q3	$216K	Buy
2024 Q1	–	Sell
2023 Q4	$215K	Buy