Institute for Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Institute for Wealth Management’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	$47.3K	Buy	+795	New	+$44.2K	﹤0.01%	884
2020 Q1	–	Sell	-1,395	Closed	-$32K	–	619
2019 Q4	$32K	Buy	+1,395	New	+$30.5K	0.01%	540

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

Institute for Wealth Management's RWJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 795 shares worth $47.3K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RWJ as recently as Q4 2019.

Institute for Wealth Management first reported a position in RWJ in Q4 2019 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Institute for Wealth Management held 795 shares of Invesco S&P SmallCap 600 Revenue ETF worth $47.3K as of Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #884 holding.
Institute for Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2019 and has held it in 2 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.