Arax Advisory Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Arax Advisory Partners’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
2026 Q2	$314K	Buy	4,783 +1,774	+59%	+$113K	﹤0.01%	1947
2026 Q1	$174K	Buy	3,009 +5	+0.2%	+$296	﹤0.01%	1151
2025 Q4	$172K	Buy	3,004 +5	+0.2%	+$281	0.01%	1102
2025 Q3	$166K	Buy	2,999 +4	+0.1%	+$213	﹤0.01%	1330
2025 Q2	$154K	Buy	+2,995	New	+$146K	0.01%	755

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Arax Advisory Partners's IUS Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco RAFI Strategic US ETF (IUS) stake by 59% in Q2 2026, buying an estimated $113K and bringing the position to 4,783 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Arax Advisory Partners first reported a position in IUS in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Arax Advisory Partners held 4,783 shares of Invesco RAFI Strategic US ETF worth $314K as of Q2 2026.
Arax Advisory Partners bought 1,774 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $113K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1947 holding.
Arax Advisory Partners first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.