NIWA
New Insight Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Sell |
2,422
-387
| -14% | -$45.2K | 0.12% | 89 |
|
2025
Q1 | $303K | Buy |
2,809
+722
| +35% | +$77.9K | 0.14% | 78 |
|
2024
Q4 | $243K | Sell |
2,087
-744
| -26% | -$86.5K | 0.12% | 79 |
|
2024
Q3 | $329K | Sell |
2,831
-45
| -2% | -$5.23K | 0.17% | 65 |
|
2024
Q2 | $316K | Buy |
2,876
+700
| +32% | +$76.8K | 0.19% | 61 |
|
2024
Q1 | $250K | Sell |
2,176
-150
| -6% | -$17.3K | 0.16% | 71 |
|
2023
Q4 | $244K | Buy |
+2,326
| New | +$244K | 0.16% | 68 |
|