PWA
RUSC

Physician Wealth Advisors’s Russell Investments U.S. Small Cap Equity ETF RUSC Stock Holding History

Physician Wealth Advisors’s Portfolio RUSC Stock Details RUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$5.52K – 2083
2025
Q2 		$5.52K Buy
+200
New +$5.35K ﹤0.01% 770

Other funds holding RUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Physician Wealth Advisors's RUSC Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Russell Investments U.S. Small Cap Equity ETF (RUSC) in Q3 2025, closing a stake of 200 shares — an estimated $5.52K sold.

Physician Wealth Advisors first reported a position in RUSC in Q2 2025 and held it in 1 quarter. The position peaked at $5.52K in Q2 2025. 13 funds tracked by Wall St. Rank hold RUSC as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Russell Investments U.S. Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 200 Russell Investments U.S. Small Cap Equity ETF shares in Q3 2025, an estimated $5.52K.
  • Physician Wealth Advisors first reported a position in Russell Investments U.S. Small Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Russell Investments U.S. Small Cap Equity ETF position peaked at $5.52K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Russell Investments U.S. Small Cap Equity ETF as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.