SWM
SK Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
121,756
-35,154
| -22% | -$1.59M | 2.39% | 9 |
|
|
2025
Q1 | $5.72M | Sell |
156,910
-28,994
| -16% | -$1.06M | 3.07% | 9 |
|
|
2024
Q4 | $8.51M | Sell |
185,904
-49
| -0% | -$2.24K | 4.33% | 8 |
|
|
2024
Q3 | $8.52M | Buy |
+185,953
| New | +$8.52M | 4.36% | 8 |
|