Meridian Financial’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Meridian Financial’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	$423K	Buy	7,105 +1,600	+29%	+$88.9K	0.2%	89
2026 Q1	$278K	Hold	5,505	–	–	0.15%	115
2025 Q4	$268K	Buy	5,505 +495	+10%	+$23.9K	0.15%	118
2025 Q3	$242K	Buy	5,010 +100	+2%	+$4.63K	0.14%	122
2025 Q2	$213K	Buy	+4,910	New	+$198K	0.14%	121
2025 Q1	–	Sell	-4,965	Closed	-$227K	–	127
2024 Q4	$227K	Hold	4,965	–	–	0.16%	106
2024 Q3	$227K	Buy	+4,965	New	+$215K	0.15%	119

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

Meridian Financial's RWJ Position: Q2 2026 in Review

Meridian Financial increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 29% in Q2 2026, buying an estimated $88.9K and bringing the position to 7,105 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #89.

Meridian Financial first reported a position in RWJ in Q3 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Meridian Financial held 7,105 shares of Invesco S&P SmallCap 600 Revenue ETF worth $423K as of Q2 2026.
Meridian Financial bought 1,600 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $88.9K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.2% of Meridian Financial's portfolio in Q2 2026, its #89 holding.
Meridian Financial first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.