Smallwood Wealth Investment Management’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.12M	Buy	11,298 +2,027	+22%	+$200K	0.7%	27
2024 Q4	$1.03M	Buy	9,271 +2,755	+42%	+$307K	0.7%	27
2024 Q3	$713K	Buy	6,516 +2,589	+66%	+$283K	0.51%	31
2024 Q2	$390K	Buy	+3,927	New	+$390K	0.3%	48