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IHT Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-8,409
Closed -$384K – 1185
2024
Q3 		$384K Buy
8,409
+157
+2% +$6.78K 0.01% 811
2024
Q2 		$331K Sell
8,252
-574
-7% -$23.5K 0.01% 768
2024
Q1 		$378K Buy
8,826
+208
+2% +$8.47K 0.02% 719
2023
Q4 		$357K Buy
8,618
+9
+0.1% +$333 0.02% 702
2023
Q3 		$314K Buy
8,609
+5
+0.1% +$192 0.02% 716
2023
Q2 		$325K Sell
8,604
-564
-6% -$20.6K 0.02% 690
2023
Q1 		$343K Buy
9,168
+12
+0.1% +$466 0.02% 649
2022
Q4 		$331K Sell
9,156
-762
-8% -$27.7K 0.02% 614
2022
Q3 		$318K Buy
9,918
+6
+0.1% +$217 0.02% 600
2022
Q2 		$336K Sell
9,912
-447
-4% -$16.8K 0.03% 494
2022
Q1 		$414K Buy
10,359
+6
+0.1% +$239 0.03% 473
2021
Q4 		$425K Buy
10,353
+4,854
+88% +$198K 0.03% 485
2021
Q3 		$214K Buy
+5,499
New +$213K 0.02% 714

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IHT Wealth Management's RWJ Position: Q4 2024 in Review

IHT Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2024, closing a stake of 8,409 shares — an estimated $384K sold.

IHT Wealth Management first reported a position in RWJ in Q3 2021 and held it in 13 quarters. The position peaked at $425K in Q4 2021. 195 funds tracked by Wall St. Rank hold RWJ as of Q4 2024.

  • IHT Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 8,409 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2024, an estimated $384K.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2021 and held it in 13 quarters.
  • IHT Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $425K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.