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Integrated Wealth Concepts’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Integrated Wealth Concepts’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 		$521K Buy
8,757
+2,147
+32% +$119K ﹤0.01% 1624
2026
Q1 		$334K Buy
6,610
+629
+11% +$32.5K ﹤0.01% 1789
2025
Q4 		$291K Buy
5,981
+83
+1% +$4.01K ﹤0.01% 1338
2025
Q3 		$285K Buy
+5,898
New +$273K ﹤0.01% 1661

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Integrated Wealth Concepts's RWJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 32% in Q2 2026, buying an estimated $119K and bringing the position to 8,757 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Integrated Wealth Concepts first reported a position in RWJ in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Integrated Wealth Concepts held 8,757 shares of Invesco S&P SmallCap 600 Revenue ETF worth $521K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,147 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $119K.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1624 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.