Robinswood Financial’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Robinswood Financial’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	$3.6K	Hold	60	–	–	﹤0.01%	357
2026 Q1	$3.06K	Hold	60	–	–	﹤0.01%	349
2025 Q4	$2.95K	Hold	60	–	–	﹤0.01%	335
2025 Q3	$2.92K	Hold	60	–	–	﹤0.01%	328
2025 Q2	$2.61K	Hold	60	–	–	﹤0.01%	336
2025 Q1	$2.45K	Hold	60	–	–	﹤0.01%	331
2024 Q4	$2.75K	Hold	60	–	–	﹤0.01%	277
2024 Q3	$2.74K	Hold	60	–	–	﹤0.01%	287
2024 Q2	$2.4K	Buy	+60	New	+$2.45K	﹤0.01%	296

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

Robinswood Financial's RWJ Position: Q2 2026 in Review

Robinswood Financial held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q2 2026 at 60 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Robinswood Financial first reported a position in RWJ in Q2 2024 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Robinswood Financial held 60 shares of Invesco S&P SmallCap 600 Revenue ETF worth $3.6K as of Q2 2026.
Robinswood Financial left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #357 holding.
Robinswood Financial first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.