Bank of America
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Bank of America’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bank of America’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 		$3.21M Buy
48,940
+6,459
+15% +$410K ﹤0.01% 3889
2026
Q1 		$2.46M Buy
42,481
+1,701
+4% +$101K ﹤0.01% 3973
2025
Q4 		$2.33M Buy
40,780
+3,220
+9% +$181K ﹤0.01% 3951
2025
Q3 		$2.07M Buy
37,560
+10,400
+38% +$554K ﹤0.01% 4792
2025
Q2 		$1.4M Sell
27,160
-12,370
-31% -$604K ﹤0.01% 5051
2025
Q1 		$1.95M Buy
39,530
+12,065
+44% +$610K ﹤0.01% 4705
2024
Q4 		$1.36M Sell
27,465
-360
-1% -$18.3K ﹤0.01% 4771
2024
Q3 		$1.4M Buy
27,825
+4,908
+21% +$238K ﹤0.01% 4832
2024
Q2 		$1.09M Buy
22,917
+4,135
+22% +$193K ﹤0.01% 4856
2024
Q1 		$891K Buy
18,782
+1,808
+11% +$81.2K ﹤0.01% 4995
2023
Q4 		$735K Buy
16,974
+16,245
+2,228% +$663K ﹤0.01% 5222
2023
Q3 		$29K Buy
+729
New +$29.9K ﹤0.01% 6641
2023
Q2 		– Sell
-1,416
Closed -$54.2K – 7823
2023
Q1 		$54.2K Sell
1,416
-10,376
-88% -$391K ﹤0.01% 6479
2022
Q4 		$431K Sell
11,792
-20
-0.2% -$728 ﹤0.01% 5492
2022
Q3 		$392K Sell
11,812
-4,334
-27% -$160K ﹤0.01% 5572
2022
Q2 		$571K Buy
+16,146
New +$617K ﹤0.01% 5336

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

Bank of America's IUS Position: Q2 2026 in Review

Bank of America increased its Invesco RAFI Strategic US ETF (IUS) stake by 15% in Q2 2026, buying an estimated $410K and bringing the position to 48,940 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

Bank of America first reported a position in IUS in Q2 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Bank of America held 48,940 shares of Invesco RAFI Strategic US ETF worth $3.21M as of Q2 2026.
  • Bank of America bought 6,459 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $410K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3889 holding.
  • Bank of America first reported a position in Invesco RAFI Strategic US ETF in Q2 2022 and has held it in 16 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.