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

Montis Financial’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
7,092
-1,581
-18% -$68.4K 0.09% 108
2025
Q1 		$353K Sell
8,673
-4,283
-33% -$174K 0.1% 106
2024
Q4 		$593K Buy
+12,956
New +$593K 0.18% 72