IAG Wealth Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

IAG Wealth Partners’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 Q4	–	Sell	-345	Closed	-$16.7K	–	518
2025 Q3	$16.7K	Hold	345	–	–	﹤0.01%	323
2025 Q2	$14.9K	Hold	345	–	–	﹤0.01%	308
2025 Q1	$14K	Hold	345	–	–	﹤0.01%	303
2024 Q4	$15.8K	Hold	345	–	–	﹤0.01%	298
2024 Q3	$15.8K	Hold	345	–	–	﹤0.01%	292
2024 Q2	$13.8K	Hold	345	–	–	﹤0.01%	302
2024 Q1	$14.8K	Hold	345	–	–	﹤0.01%	268
2023 Q4	$14.3K	Hold	345	–	–	﹤0.01%	271
2023 Q3	$12.6K	Hold	345	–	–	﹤0.01%	271
2023 Q2	$13K	Hold	345	–	–	﹤0.01%	279
2023 Q1	$12.9K	Hold	345	–	–	﹤0.01%	276
2022 Q4	$12.5K	Buy	+345	New	+$12.5K	﹤0.01%	264

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IAG Wealth Partners's RWJ Position: Q4 2025 in Review

IAG Wealth Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2025, closing a stake of 345 shares — an estimated $16.7K sold.

IAG Wealth Partners first reported a position in RWJ in Q4 2022 and held it in 12 quarters. The position peaked at $16.7K in Q3 2025. 193 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

IAG Wealth Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 345 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $16.7K.
IAG Wealth Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2022 and held it in 12 quarters.
IAG Wealth Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $16.7K in Q3 2025.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.