Independent Financial Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Independent Financial Group’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	$12.2M	Buy	204,873 +1,341	+0.7%	+$74.5K	0.23%	74
2026 Q1	$10.3M	Sell	203,532 -415	-0.2%	-$21.5K	0.23%	82
2025 Q4	$9.94M	Buy	203,947 +11,283	+6%	+$545K	0.22%	85
2025 Q3	$9.31M	Buy	192,664 +20,042	+12%	+$929K	0.22%	79
2025 Q2	$7.47M	Buy	172,622 +60,976	+55%	+$2.46M	0.21%	92
2025 Q1	$4.54M	Buy	+111,646	New	+$4.99M	0.16%	131

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Financial Group's RWJ Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.66% in Q2 2026, buying an estimated $74.5K and bringing the position to 204,873 shares worth $12.2M. The position accounts for 0.23% of the portfolio, ranked #74.

Independent Financial Group first reported a position in RWJ in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Independent Financial Group held 204,873 shares of Invesco S&P SmallCap 600 Revenue ETF worth $12.2M as of Q2 2026.
Independent Financial Group bought 1,341 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $74.5K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.23% of Independent Financial Group's portfolio in Q2 2026, its #74 holding.
Independent Financial Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.