AIFG Consultants’s Invesco RAFI Strategic US ETF IUS Stock Holding History

AIFG Consultants’s Portfolio IUS Stock Details IUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.08M	Buy	36,446 +4,250	+13%	+$239K	3.58%	6
2025 Q3	$1.78M	Sell	32,196 -2,322	-7%	-$124K	3.13%	8
2025 Q2	$1.78M	Sell	34,518 -1,259	-4%	-$61.5K	3.47%	7
2025 Q1	$1.77M	Sell	35,777 -1,075	-3%	-$54.3K	2.91%	12
2024 Q4	$1.83M	Buy	36,852 +9,280	+34%	+$471K	2.99%	13
2024 Q3	$1.39M	Buy	+27,572	New	+$1.34M	1.05%	19

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AIFG Consultants's IUS Position: Q4 2025 in Review

AIFG Consultants increased its Invesco RAFI Strategic US ETF (IUS) stake by 13% in Q4 2025, buying an estimated $239K and bringing the position to 36,446 shares worth $2.08M. The position accounts for 3.58% of the portfolio, ranked #6.

AIFG Consultants first reported a position in IUS in Q3 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

AIFG Consultants held 36,446 shares of Invesco RAFI Strategic US ETF worth $2.08M as of Q4 2025.
AIFG Consultants bought 4,250 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $239K.
Invesco RAFI Strategic US ETF made up 3.58% of AIFG Consultants's portfolio in Q4 2025, its #6 holding.
AIFG Consultants first reported a position in Invesco RAFI Strategic US ETF in Q3 2024 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.