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 |
|