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RWJRWJ
29 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO S&P SMALLCAP 600 REVENUE ETF

LPL Financial LLC holds 2.9M shares of RWJ (INVESCO S&P SMALLCAP 600 REVENUE ETF), worth $173.7M as of 2026-Q2. The position was decreased (-2.3% shares). RWJ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$173.7M

Current Shares

2.9M

Total Value Change

+$161.7M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.9M
-2.3%
$173.7M0.0%$59.50
0
2026-Q1
Increased
3M
+5.2%
$150.8M0.0%$52.04
32
2025-Q4
Decreased
2.8M
-2.9%
$138.4M0.0%$49.19
0
2025-Q3
Increased
2.9M
+8.1%
$141.3M0.0%$47.94
33
2025-Q2
Decreased
2.7M
-14.5%
$117.2M0.0%$43.16
0
2025-Q1
Increased
3.2M
+2.0%
$128.8M0.1%$40.33
31
2024-Q4
Increased
3.1M
+6.6%
$142M0.1%$44.85
32
2024-Q3
Increased
2.9M
+3.2%
$133M0.1%$45.22
31
2024-Q2
Decreased
2.8M
-2.0%
$112.9M0.1%$39.37
0
2024-Q1
Decreased
2.9M
-1.5%
$123.1M0.1%$41.92
0
2023-Q4
Increased
2.9M
+3.1%
$121M0.1%$40.44
31
2023-Q3
Increased
2.8M
+219.3%
$103.1M0.1%$35.41
48
2023-Q2
Increased
886,915
+24.2%
$100.6M0.1%$36.69
37
2023-Q1
Increased
714,164
+29.2%
$80.1M0.1%$35.31
37
2022-Q4
Increased
552,831
+32.5%
$60M0.1%$34.80
38
2022-Q3
Increased
417,225
+10.9%
$40.1M0.0%$30.97
32
2022-Q2
Decreased
376,042
-2.2%
$38.3M0.0%$32.75
0
2022-Q1
Increased
384,615
+31.9%
$46.1M0.0%$38.64
37
2021-Q4
Increased
291,635
+14.2%
$35.9M0.0%$39.07
33
2021-Q3
Increased
255,310
+37.0%
$29.8M0.0%$37.98
38
2021-Q2
Increased
186,306
+21.1%
$22.4M0.0%$37.80
34
2021-Q1
Increased
153,860
+52.4%
$17.5M0.0%$35.95
39
2020-Q4
Decreased
100,936
-29.8%
$8.2M0.0%$25.64
0
2020-Q3
Decreased
143,834
-4.4%
$8.6M0.0%$18.78
0
2020-Q2
Increased
150,465
+1.2%
$8.2M0.0%$17.10
28
2020-Q1
Decreased
148,743
-7.1%
$6.2M0.0%$13.18
0
2019-Q4
Decreased
160,171
-15.4%
$10.9M0.0%$21.15
0
2019-Q3
Increased
189,448
+0.0%
$12.1M0.0%$19.73
28
2019-Q2
New
189,384
-
$12M0.0%$19.53
39

Other major holders of RWJ: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, AMERIPRISE FINANCIAL INC

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