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Rzv guggenheim s&p smallcap 600 pureval etf shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Rzv guggenheim s&p smallcap 600 pureval etf (RZV) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Rzv guggenheim s&p smallcap 600 pureval etf

Tip: Access up to 7 years of quarterly data

All positions including Rzv guggenheim s&p smallcap 600 pureval etf held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rzv guggenheim s&p smallcap 600 pureval etf by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 15k 118.04
2025-06-30 $1.4M 14k 104.77
2025-03-31 $1.1M 11k 98.85
2024-12-31 $1.0M 9.3k 111.37
2024-09-30 $713k 6.5k 109.35
2024-06-30 $390k 3.9k 99.21