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 Q2	$430K	Sell	7,230 -337	-4%	-$18.7K	0.13%	84
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 $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

New Insight Wealth Advisors's RWJ Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 4.5% in Q2 2026, selling an estimated $18.7K and leaving 7,230 shares worth $430K. The position accounts for 0.13% of the portfolio, ranked #84.

New Insight Wealth Advisors first reported a position in RWJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $692K in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

New Insight Wealth Advisors held 7,230 shares of Invesco S&P SmallCap 600 Revenue ETF worth $430K as of Q2 2026.
New Insight Wealth Advisors sold 337 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $18.7K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.13% of New Insight Wealth Advisors's portfolio in Q2 2026, its #84 holding.
New Insight Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $692K in Q4 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.