Question 1

How many shares of RWJ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 46,711 shares of RWJ (INVESCO S&P SMALLCAP 600 REVENUE ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's RWJ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's RWJ position is worth $2.8M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling RWJ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their RWJ position (-3.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy RWJ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in RWJ in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	46,711	-3.3%	$2.8M	0.0%	$59.50	0
2026-Q1	Increased	48,317	+2.1%	$2.4M	0.0%	$52.04	27
2025-Q4	Decreased	47,342	-7.8%	$2.3M	0.0%	$49.19	0
2025-Q3	Decreased	51,328	-2.2%	$2.5M	0.0%	$47.94	0
2025-Q2	Increased	52,502	+0.2%	$2.3M	0.0%	$43.16	26
2025-Q1	Decreased	52,401	-3.7%	$2.1M	0.0%	$40.33	0
2024-Q4	Decreased	54,416	-1.4%	$2.5M	0.0%	$44.85	0
2024-Q3	Decreased	55,191	-64.7%	$2.5M	0.0%	$45.22	0
2024-Q2	Increased	156,114	+9.6%	$6.3M	0.1%	$39.37	30
2024-Q1	Increased	142,484	+6.0%	$6.1M	0.1%	$41.92	29
2023-Q4	Increased	134,354	+275.4%	$5.6M	0.1%	$40.44	44
2023-Q3	Increased	35,790	+195.3%	$1.3M	0.0%	$35.41	41
2023-Q2	Decreased	12,119	-23.5%	$1.4M	0.0%	$36.69	0
2023-Q1	Increased	15,839	+128.3%	$1.8M	0.0%	$35.31	42
2022-Q4	Increased	6,937	+3.0%	$752,873	0.0%	$34.80	25
2022-Q3	Unchanged	6,737	0.0%	$648,000	0.0%	$30.97	0
2022-Q2	Decreased	6,737	-6.3%	$686,000	0.0%	$32.75	0
2022-Q1	Increased	7,191	+3.2%	$863,000	0.0%	$38.64	26
2021-Q4	Unchanged	6,971	0.0%	$858,000	0.0%	$39.07	0
2021-Q3	Unchanged	6,971	0.0%	$815,000	0.0%	$37.98	0
2021-Q2	Decreased	6,971	-51.1%	$840,000	0.0%	$37.80	0
2021-Q1	Increased	14,254	+92.7%	$812.8M	0.0%	$35.95	50
2020-Q4	Unchanged	7,398	0.0%	$600,000	0.0%	$25.64	0
2020-Q3	Decreased	7,398	-11.9%	$441,000	0.0%	$18.78	0
2020-Q2	Decreased	8,398	-5.6%	$460,000	0.0%	$17.10	0
2020-Q1	Decreased	8,898	-6.4%	$373,000	0.0%	$13.18	0
2019-Q4	Decreased	9,510	-4.2%	$647,000	0.0%	$21.15	0
2019-Q3	Increased	9,922	+7.9%	$632,000	0.0%	$19.73	26
2019-Q2	New	9,199	-	$580,000	0.0%	$19.53	34

RWJ29 quarters

RWJ
29 quarters