ARQ Wealth Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3M Hold
208,138
3.53% 4
2025
Q1
$10.3M Buy
208,138
+1,456
+0.7% +$71.9K 3.81% 4
2024
Q4
$10.3M Buy
206,682
+5,228
+3% +$260K 3.91% 5
2024
Q3
$10M Buy
201,454
+4,123
+2% +$205K 3.78% 7
2024
Q2
$9.36M Buy
197,331
+53,476
+37% +$2.54M 4.05% 6
2024
Q1
$6.83M Buy
+143,855
New +$6.83M 2.97% 11