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 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

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

Whitaker-Myers Wealth Managers's RWJ Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 27% in Q2 2026, selling an estimated $106K and leaving 5,039 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #101.

Whitaker-Myers Wealth Managers first reported a position in RWJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q4 2025. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Whitaker-Myers Wealth Managers held 5,039 shares of Invesco S&P SmallCap 600 Revenue ETF worth $300K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 1,910 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $106K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #101 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 8 quarters since.
Whitaker-Myers Wealth Managers's Invesco S&P SmallCap 600 Revenue ETF position peaked at $355K in Q4 2025.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.