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Independent Advisor Alliance’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Independent Advisor Alliance’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
Q1 		$275K Buy
+5,444
New +$281K ﹤0.01% 1367
2025
Q1 		– Sell
-11,277
Closed -$516K – 1260
2024
Q4 		$516K Buy
+11,277
New +$526K 0.01% 955
2020
Q1 		– Sell
-10,068
Closed -$228K – 772
2019
Q4 		$228K Buy
+10,068
New +$220K 0.01% 778
2017
Q2 		– Sell
-10,671
Closed -$228K – 374
2017
Q1 		$228K Buy
+10,671
New +$238K 0.04% 350

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM