Retirement Planning Group (New York)’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$504K	Buy	11,638 +324	+3%	+$14K	0.44%	44
2025 Q1	$460K	Buy	11,314 +156	+1%	+$6.35K	0.47%	43
2024 Q4	$511K	Buy	+11,158	New	+$511K	0.56%	35