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Investor's Fiduciary Advisor Network’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Investor's Fiduciary Advisor Network’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
2025
Q1 		– Sell
-4,570
Closed -$209K – 194
2024
Q4 		$209K Buy
+4,570
New +$213K 0.08% 191

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investor's Fiduciary Advisor Network's RWJ Position: Q1 2025 in Review

Investor's Fiduciary Advisor Network sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2025, closing a stake of 4,570 shares — an estimated $209K sold.

Investor's Fiduciary Advisor Network first reported a position in RWJ in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 195 funds tracked by Wall St. Rank hold RWJ as of Q1 2025.

  • Investor's Fiduciary Advisor Network reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 4,570 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2025, an estimated $209K.
  • Investor's Fiduciary Advisor Network first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 1 quarter.
  • Investor's Fiduciary Advisor Network's Invesco S&P SmallCap 600 Revenue ETF position peaked at $209K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2025.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2025, filed 29 Apr 2025.