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 Q2	$396K	Sell	6,656 -9	-0.1%	-$500	﹤0.01%	2511
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wellington Group Indianapolis, Indiana $378M AUM

Mercer Global Advisors's RWJ Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.14% in Q2 2026, selling an estimated $500 and leaving 6,656 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Mercer Global Advisors first reported a position in RWJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $621K in Q3 2025. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Mercer Global Advisors held 6,656 shares of Invesco S&P SmallCap 600 Revenue ETF worth $396K as of Q2 2026.
Mercer Global Advisors sold 9 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $500.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2511 holding.
Mercer Global Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and has held it in 13 quarters since.
Mercer Global Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $621K in Q3 2025.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.