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RWJRWJ
8 quarters

Position history for &PARTNERS&PARTNERS's holdings in INVESCO S&P SMALLCAP 600 REVENUE ETF

&PARTNERS holds 135,350 shares of RWJ (INVESCO S&P SMALLCAP 600 REVENUE ETF), worth $8M as of 2026-Q2. The position was increased (+1.9% shares). RWJ represents 0.0% of &PARTNERS's portfolio.

Current Value

$8M

Current Shares

135,350

Total Value Change

+$5.8M

Total Shares Change

+86,607

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
135,350
+1.9%
$8M0.0%$59.50
28
2026-Q1
Increased
132,887
+5.8%
$6.7M0.0%$52.04
29
2025-Q4
Decreased
125,635
-1.7%
$6.1M0.0%$49.19
0
2025-Q3
Increased
127,838
+5.0%
$6.2M0.0%$47.94
29
2025-Q2
Decreased
121,751
-4.8%
$5.3M0.0%$43.16
0
2025-Q1
Increased
127,854
+10.4%
$5M0.1%$40.33
30
2024-Q4
Increased
115,839
+137.7%
$5.3M0.1%$44.85
44
2024-Q3
New
48,743
-
$2.2M0.0%$45.22
36

Other major holders of RWJ: Steward Partners Investment Advisory, LLC, LPL Financial LLC, MORGAN STANLEY

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