New Insight Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

New Insight Wealth 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	$382K	Sell	7,567 -2,048	-21%	-$106K	0.14%	80
2025 Q4	$468K	Sell	9,615 -428	-4%	-$20.7K	0.17%	75
2025 Q3	$485K	Sell	10,043 -1,643	-14%	-$76.1K	0.18%	76
2025 Q2	$506K	Sell	11,686 -2,022	-15%	-$81.5K	0.21%	68
2025 Q1	$558K	Sell	13,708 -1,425	-9%	-$63.7K	0.25%	53
2024 Q4	$692K	Buy	15,133 +7,261	+92%	+$339K	0.35%	42
2024 Q3	$360K	Sell	7,872 -195	-2%	-$8.43K	0.19%	61
2024 Q2	$323K	Sell	8,067 -1,653	-17%	-$67.5K	0.19%	59
2024 Q1	$416K	Sell	9,720 -180	-2%	-$7.33K	0.26%	49
2023 Q4	$410K	Buy	+9,900	New	+$366K	0.28%	53

Other funds holding RWJ

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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 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

Wellington Group Indianapolis, Indiana $325M AUM