Whitaker-Myers Wealth Managers’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	$264K	Sell	4,702 -337	-7%	-$20.3K	0.04%	107
2026 Q2	$300K	Sell	5,039 -1,910	-27%	-$106K	0.05%	101
2026 Q1	$351K	Sell	6,949 -335	-5%	-$17.3K	0.07%	95
2025 Q4	$355K	Buy	7,284 +1,693	+30%	+$81.8K	0.07%	98
2025 Q3	$270K	Buy	5,591 +599	+12%	+$27.8K	0.06%	105
2025 Q2	$216K	Buy	4,992 +66	+1%	+$2.66K	0.05%	105
2025 Q1	$200K	Buy	4,926 +439	+10%	+$19.6K	0.06%	109
2024 Q4	$205K	Buy	4,487 +68	+2%	+$3.17K	0.06%	117
2024 Q3	$202K	Buy	+4,419	New	+$191K	0.07%	105

Other funds holding RWJ

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Whitaker-Myers Wealth Managers's RWJ Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 6.7% in Q3 2026, selling an estimated $20.3K and leaving 4,702 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #107.

Whitaker-Myers Wealth Managers first reported a position in RWJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $355K in Q4 2025. 14 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Whitaker-Myers Wealth Managers held 4,702 shares of Invesco S&P SmallCap 600 Revenue ETF worth $264K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 337 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $20.3K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #107 holding.
Whitaker-Myers Wealth Managers first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and has held it in 9 quarters since.
Whitaker-Myers Wealth Managers's Invesco S&P SmallCap 600 Revenue ETF position peaked at $355K in Q4 2025.
14 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.