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 Q2	–	Sell	-5,444	Closed	-$275K	–	1515
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FFW

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Independent Advisor Alliance's RWJ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026, closing a stake of 5,444 shares — an estimated $275K sold.

Independent Advisor Alliance first reported a position in RWJ in Q1 2017 and held it in 4 quarters. The position peaked at $516K in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 5,444 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $275K.
Independent Advisor Alliance first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Invesco S&P SmallCap 600 Revenue ETF position peaked at $516K in Q4 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.