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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

World Equity Group's RWJ Position: Q2 2026 in Review

World Equity Group reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.1% in Q2 2026, selling an estimated $4K and leaving 6,278 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #269.

World Equity Group first reported a position in RWJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $619K in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • World Equity Group held 6,278 shares of Invesco S&P SmallCap 600 Revenue ETF worth $374K as of Q2 2026.
  • World Equity Group sold 72 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $4K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #269 holding.
  • World Equity Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
  • World Equity Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $619K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.