Ogorek Anthony Joseph’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ogorek Anthony Joseph’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	$25K	Buy	425 +1	+0.2%	+$56	0.01%	263
2026 Q1	$21K	Buy	424 +2	+0.5%	+$103	0.01%	288
2025 Q4	$20K	Buy	422 +1	+0.2%	+$48	0.01%	282
2025 Q3	$20K	Buy	421 +1	+0.2%	+$46	0.01%	286
2025 Q2	$18K	Buy	420 +1	+0.2%	+$40	0.01%	299
2025 Q1	$17K	Buy	419 +2	+0.5%	+$89	0.01%	300
2024 Q4	$19K	Buy	417 +1	+0.2%	+$47	0.01%	185
2024 Q3	$19K	Buy	416 +1	+0.2%	+$43	0.01%	180
2024 Q2	$16K	Buy	415 +1	+0.2%	+$41	0.01%	184
2024 Q1	$17K	Hold	414	–	–	0.01%	182
2023 Q4	$17K	Hold	414	–	–	0.01%	184
2023 Q3	$15K	Hold	414	–	–	0.01%	185
2023 Q2	$15K	Hold	414	–	–	0.01%	179
2023 Q1	$15K	Hold	414	–	–	0.01%	173
2022 Q4	$14K	Hold	414	–	–	0.01%	140
2022 Q3	$13K	Hold	414	–	–	0.01%	140
2022 Q2	$14K	Hold	414	–	–	0.01%	142
2022 Q1	$16K	Hold	414	–	–	0.01%	149
2021 Q4	$16K	Hold	414	–	–	0.01%	152
2021 Q3	$16K	Hold	414	–	–	0.01%	150
2021 Q2	$16K	Hold	414	–	–	0.01%	140
2021 Q1	$15K	Hold	414	–	–	0.01%	130
2020 Q4	$11K	Hold	414	–	–	0.01%	136
2020 Q3	$8K	Buy	+414	New	+$8.29K	﹤0.01%	134

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

Ogorek Anthony Joseph's RWJ Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.24% in Q2 2026, buying an estimated $56 and bringing the position to 425 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #263.

Ogorek Anthony Joseph first reported a position in RWJ in Q3 2020 and has held it in 24 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Ogorek Anthony Joseph held 425 shares of Invesco S&P SmallCap 600 Revenue ETF worth $25K as of Q2 2026.
Ogorek Anthony Joseph bought 1 Invesco S&P SmallCap 600 Revenue ETF share in Q2 2026, an estimated $56.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #263 holding.
Ogorek Anthony Joseph first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2020 and has held it in 24 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.