Lodestone Wealth Management
RWJ icon

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

Lodestone 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
Q3 		$221K Hold
3,925
– – 0.07% 176
2026
Q2 		$234K Hold
3,925
– – 0.08% 171
2026
Q1 		$198K Hold
3,925
– – 0.08% 177
2025
Q4 		$191K Buy
+3,925
New +$190K 0.08% 177

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Lodestone Wealth Management's RWJ Position: Q3 2026 in Review

Lodestone Wealth Management held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q3 2026 at 3,925 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #176.

Lodestone Wealth Management first reported a position in RWJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $234K in Q2 2026. 115 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

  • Lodestone Wealth Management held 3,925 shares of Invesco S&P SmallCap 600 Revenue ETF worth $221K as of Q3 2026.
  • Lodestone Wealth Management left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Lodestone Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $234K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.