Smallwood Wealth Investment Management, LLC
Position in RZV — Invesco S&P Smallcap 600 Pure Value ETF
CIK 1921304
RED BANK, NJ
All Filings in RZV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RZV | $1,964,773 | 15,794 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 RZV | $1,836,005 | 15,439 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 RZV | $1,819,114 | 15,411 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 RZV | $1,426,024 | 13,611 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 RZV | $1,116,807 | 11,298 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 RZV | $1,032,511 | 9,271 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 RZV | $712,524 | 6,516 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 RZV | $389,597 | 3,927 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||