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

Swisher Financial Concepts’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 Q1	$532K	Sell	10,534 -231	-2%	-$11.9K	0.3%	52
2025 Q4	$524K	Sell	10,765 -854	-7%	-$41.3K	0.3%	52
2025 Q3	$561K	Sell	11,619 -6,865	-37%	-$318K	0.34%	50
2025 Q2	$800K	Sell	18,484 -8,037	-30%	-$324K	0.52%	34
2025 Q1	$1.08M	Sell	26,521 -12,152	-31%	-$543K	0.89%	19
2024 Q4	$1.77M	Sell	38,673 -135,150	-78%	-$6.3M	2.08%	15
2024 Q3	$7.27M	Buy	173,823 +74,556	+75%	+$3.22M	4.58%	7
2024 Q2	$3.95M	Buy	99,267 +1,813	+2%	+$74.1K	4%	9
2024 Q1	$3.96M	Buy	97,454 +5,283	+6%	+$215K	3.45%	12
2023 Q4	$3.6M	Buy	+92,171	New	+$3.41M	3.46%	11

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $325M AUM

Swisher Financial Concepts's RWJ Position: Q1 2026 in Review

Swisher Financial Concepts reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 2.1% in Q1 2026, selling an estimated $11.9K and leaving 10,534 shares worth $532K. The position accounts for 0.3% of the portfolio, ranked #52.

Swisher Financial Concepts first reported a position in RWJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.27M in Q3 2024. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Swisher Financial Concepts held 10,534 shares of Invesco S&P SmallCap 600 Revenue ETF worth $532K as of Q1 2026.
Swisher Financial Concepts sold 231 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $11.9K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.3% of Swisher Financial Concepts's portfolio in Q1 2026, its #52 holding.
Swisher Financial Concepts first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Invesco S&P SmallCap 600 Revenue ETF position peaked at $7.27M in Q3 2024.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.