Investors Research Corp’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-78	Closed	-$3.38K	–	924
2025 Q2	$3.38K	Hold	78	–	–	﹤0.01%	802
2025 Q1	$3.17K	Hold	78	–	–	﹤0.01%	819
2024 Q4	$3.57K	Hold	78	–	–	﹤0.01%	803
2024 Q3	$3.56K	Hold	78	–	–	﹤0.01%	835
2024 Q2	$3.13K	Hold	78	–	–	﹤0.01%	901
2024 Q1	$3.34K	Hold	78	–	–	﹤0.01%	864
2023 Q4	$3.23K	Hold	78	–	–	﹤0.01%	892
2023 Q3	$2.84K	Hold	78	–	–	﹤0.01%	912
2023 Q2	$2.95K	Hold	78	–	–	﹤0.01%	923
2023 Q1	$2.92K	Hold	78	–	–	﹤0.01%	945
2022 Q4	$2.82K	Hold	78	–	–	﹤0.01%	957
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	940
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	948
2022 Q1	$3K	Hold	78	–	–	﹤0.01%	913
2021 Q4	$3K	Hold	78	–	–	﹤0.01%	893
2021 Q3	$3K	Sell	78 -6	-7%	-$232	﹤0.01%	910
2021 Q2	$3K	Hold	84	–	–	﹤0.01%	890
2021 Q1	$3K	Hold	84	–	–	﹤0.01%	880
2020 Q4	$2K	Hold	84	–	–	﹤0.01%	1002
2020 Q3	$2K	Hold	84	–	–	﹤0.01%	1006
2020 Q2	$2K	Hold	84	–	–	﹤0.01%	1016
2020 Q1	$1K	Hold	84	–	–	﹤0.01%	1090
2019 Q4	$2K	Hold	84	–	–	﹤0.01%	1040
2019 Q3	$2K	Hold	84	–	–	﹤0.01%	1041
2019 Q2	$2K	Hold	84	–	–	﹤0.01%	986
2019 Q1	$2K	Buy	+84	New	+$1.84K	﹤0.01%	959

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Investors Research Corp's RWJ Position: Q3 2025 in Review

Investors Research Corp sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2025, closing a stake of 78 shares — an estimated $3.38K sold.

Investors Research Corp first reported a position in RWJ in Q1 2019 and held it in 26 quarters. The position peaked at $3.57K in Q4 2024. 186 funds tracked by Wall St. Rank hold RWJ as of Q3 2025.

Investors Research Corp reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 78 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2025, an estimated $3.38K.
Investors Research Corp first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2019 and held it in 26 quarters.
Investors Research Corp's Invesco S&P SmallCap 600 Revenue ETF position peaked at $3.57K in Q4 2024.
186 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.