BFS
IUS icon

Bare Financial Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bare Financial Services’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
2025
Q1 		– Sell
-236
Closed -$11.7K – 938
2024
Q4 		$11.7K Hold
236
– – ﹤0.01% 100
2024
Q3 		$11.9K Hold
236
– – ﹤0.01% 96
2024
Q2 		$11.5K Buy
+236
New +$11K 0.01% 97

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bare Financial Services's IUS Position: Q1 2025 in Review

Bare Financial Services sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2025, closing a stake of 236 shares — an estimated $11.7K sold.

Bare Financial Services first reported a position in IUS in Q2 2024 and held it in 3 quarters. The position peaked at $11.9K in Q3 2024. 96 funds tracked by Wall St. Rank hold IUS as of Q1 2025.

  • Bare Financial Services reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2025 after selling out during the quarter.
  • Bare Financial Services sold 236 Invesco RAFI Strategic US ETF shares in Q1 2025, an estimated $11.7K.
  • Bare Financial Services first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and held it in 3 quarters.
  • Bare Financial Services's Invesco RAFI Strategic US ETF position peaked at $11.9K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2025.

Based on Bare Financial Services's 13F filing for Q1 2025, filed 12 May 2025.