NIWA
New Insight Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
11,686
-2,022
| -15% | -$87.5K | 0.21% | 68 |
|
|
2025
Q1 | $558K | Sell |
13,708
-1,425
| -9% | -$58K | 0.25% | 53 |
|
|
2024
Q4 | $692K | Buy |
15,133
+7,261
| +92% | +$332K | 0.35% | 42 |
|
|
2024
Q3 | $360K | Sell |
7,872
-195
| -2% | -$8.91K | 0.19% | 61 |
|
|
2024
Q2 | $323K | Sell |
8,067
-1,653
| -17% | -$66.2K | 0.19% | 59 |
|
|
2024
Q1 | $416K | Sell |
9,720
-180
| -2% | -$7.71K | 0.26% | 49 |
|
|
2023
Q4 | $410K | Buy |
+9,900
| New | +$410K | 0.28% | 53 |
|