Mercer Global Advisors
RWJ icon

Mercer Global Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Mercer Global Advisors’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
Q1 		$336K Buy
6,665
+1,122
+20% +$58K ﹤0.01% 2322
2025
Q4 		$270K Sell
5,543
-7,307
-57% -$353K ﹤0.01% 2317
2025
Q3 		$621K Buy
12,850
+7,310
+132% +$339K ﹤0.01% 1631
2025
Q2 		$240K Sell
5,540
-4,084
-42% -$165K ﹤0.01% 1985
2025
Q1 		$392K Buy
9,624
+4,119
+75% +$184K ﹤0.01% 1608
2024
Q4 		$252K Sell
5,505
-6,056
-52% -$282K ﹤0.01% 1847
2024
Q3 		$526K Buy
11,561
+5,321
+85% +$230K ﹤0.01% 1313
2024
Q2 		$250K Sell
6,240
-1,472
-19% -$60.1K ﹤0.01% 1678
2024
Q1 		$330K Buy
7,712
+2,283
+42% +$92.9K ﹤0.01% 1511
2023
Q4 		$225K Sell
5,429
-671
-11% -$24.8K ﹤0.01% 1768
2023
Q3 		$222K Sell
6,100
-14,690
-71% -$565K ﹤0.01% 1715
2023
Q2 		$262K Buy
+20,790
New +$759K ﹤0.01% 1589

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM