Whipplewood Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Whipplewood Advisors’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	–	Sell	-3,270	Closed	-$165K	–	965
2026 Q1	$165K	Hold	3,270	–	–	0.09%	147
2025 Q4	$159K	Hold	3,270	–	–	0.1%	138
2025 Q3	$158K	Hold	3,270	–	–	0.1%	134
2025 Q2	$142K	Sell	3,270 -25,359	-89%	-$1.02M	0.08%	198
2025 Q1	$498K	Buy	28,629 +16,402	+134%	+$733K	0.29%	81
2024 Q4	$560K	Buy	+12,227	New	+$570K	0.32%	77

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

Whipplewood Advisors's RWJ Position: Q2 2026 in Review

Whipplewood Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026, closing a stake of 3,270 shares — an estimated $165K sold.

Whipplewood Advisors first reported a position in RWJ in Q4 2024 and held it in 6 quarters. The position peaked at $560K in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Whipplewood Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 3,270 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $165K.
Whipplewood Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $560K in Q4 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.