MSWA
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Marshall & Sterling Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio RWK Stock Details RWK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.1M Sell
35,113
-214
-0.6% -$25K 2.77% 11
2025
Q1 		$3.81M Sell
35,327
-83
-0.2% -$8.96K 2.59% 11
2024
Q4 		$4.12M Buy
+35,410
New +$4.12M 2.84% 10