The Invesco S&P SmallCap 600 Pure Value ETF (RZV) was launched on 03/01/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.
I maintain the Hold rating on the Invesco S&P SmallCap 600 Pure Value ETF. The Invesco S&P SmallCap 600 Pure Value ETF has had a moment earlier this year, defying my skepticism, thanks to the broadening of the bull market that boosted small caps. Nevertheless, RZV has been lagging IVV recently. And I expect this vehicle to underperform the S&P 500 ETF into 2027 amid higher interest rates and other macro pressures.
Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the Invesco S&P SmallCap 600 Pure Value ETF (RZV) is a smart beta exchange traded fund launched on 03/01/2006.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,955 | $2.68M | $2.52M | -$159,368.28 | -5.95% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,757 | $390,655.97 | $534,301.75 | $143,645.78 | 36.77% |
| WB William Bromley Innova Wealth Partners | 14,365 | $1.76M | $2.04M | $286,311.05 | 16.31% |
Ryan Charles Stout Theory Financial LLC | 39,779 | $4.26M | $5.63M | $1.37M | 32.18% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 16,764 | $1.83M | $2.36M | $528,642.73 | 28.94% |
| ARCA Exchange | US Country |
The described company operates as an investment fund, focusing primarily on small-cap securities with strong value characteristics. It dedicates at least 90% of its total assets in securities that are part of its underlying index. This index is carefully selected from the S&P SmallCap 600® Index, focusing on a subset that shows strong value characteristics. Through this strategy, the fund aims to provide investment opportunities in small-capitalization companies that exhibit potential for value growth.
This service offers investors an opportunity to invest in a curated selection of small-capitalization companies that are part of the S&P SmallCap 600® Index and exhibit strong value characteristics. It aims to cater to investors seeking growth potential through value investing.
The fund specifically invests in a subset of securities that not only belong to the small-cap category but also show strong value characteristics. This approach is designed to identify and capitalize on securities that are undervalued or have a potential for significant appreciation.