Independent Advisor Alliance’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,277
| Closed | -$516K | – | 1260 |
|
|
2024
Q4 | $516K | Buy |
+11,277
| New | +$516K | 0.01% | 955 |
|
|
2020
Q1 | – | Sell |
-10,068
| Closed | -$228K | – | 757 |
|
|
2019
Q4 | $228K | Buy |
+10,068
| New | +$228K | 0.01% | 778 |
|
|
2017
Q2 | – | Sell |
-10,671
| Closed | -$228K | – | 372 |
|
|
2017
Q1 | $228K | Buy |
+10,671
| New | +$228K | 0.04% | 350 |
|