AssetMark Inc
IUS icon

AssetMark Inc’s Invesco RAFI Strategic US ETF IUS Stock Holding History

AssetMark Inc’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 		$13.4K Hold
205
– – ﹤0.01% 2340
2026
Q1 		$11.9K Sell
205
-190
-48% -$11.2K ﹤0.01% 2256
2025
Q4 		$22.6K Sell
395
-15
-4% -$844 ﹤0.01% 1965
2025
Q3 		$22.6K Buy
+410
New +$21.8K ﹤0.01% 1879

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MFG
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KAS
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BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's IUS Position: Q2 2026 in Review

AssetMark Inc held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 205 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

AssetMark Inc first reported a position in IUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.6K in Q3 2025. 42 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • AssetMark Inc held 205 shares of Invesco RAFI Strategic US ETF worth $13.4K as of Q2 2026.
  • AssetMark Inc left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2340 holding.
  • AssetMark Inc first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Invesco RAFI Strategic US ETF position peaked at $22.6K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.