Independent Advisor Alliance’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Independent Advisor Alliance’s Portfolio RWK Stock Details RWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,406	Closed	-$437K	–	1516
2026 Q1	$437K	Buy	+3,406	New	+$450K	﹤0.01%	1171
2025 Q1	–	Sell	-5,279	Closed	-$614K	–	1261
2024 Q4	$614K	Buy	+5,279	New	+$631K	0.01%	888
2020 Q1	–	Sell	-8,069	Closed	-$524K	–	773
2019 Q4	$524K	Buy	+8,069	New	+$502K	0.02%	519

Other funds holding RWK

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FFW

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

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

Independent Advisor Alliance sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026, closing a stake of 3,406 shares — an estimated $437K sold.

Independent Advisor Alliance first reported a position in RWK in Q4 2019 and held it in 3 quarters. The position peaked at $614K in Q4 2024. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,406 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $437K.
Independent Advisor Alliance first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P MidCap 400 Revenue ETF position peaked at $614K in Q4 2024.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

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