WEG
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World Equity Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

World Equity Group’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 		$374K Sell
6,278
-72
-1% -$4K 0.08% 269
2026
Q1 		$321K Sell
6,350
-79
-1% -$4.08K 0.08% 275
2025
Q4 		$313K Buy
6,429
+17
+0.3% +$821 0.09% 248
2025
Q3 		$310K Sell
6,412
-190
-3% -$8.8K 0.07% 264
2025
Q2 		$286K Sell
6,602
-607
-8% -$24.5K 0.08% 255
2025
Q1 		$293K Sell
7,209
-6,311
-47% -$282K 0.08% 227
2024
Q4 		$619K Buy
13,520
+6,672
+97% +$311K 0.13% 162
2024
Q3 		$313K Sell
6,848
-3,260
-32% -$141K 0.11% 177
2024
Q2 		$405K Buy
10,108
+1,164
+13% +$47.6K 0.12% 180
2024
Q1 		$383K Buy
+8,944
New +$364K 0.08% 214

Other funds holding RWJ

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return