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

Berkeley 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 		$15.3M Buy
233,733
+17,351
+8% +$1.1M 4.81% 4
2026
Q1 		$12.5M Buy
216,382
+55,497
+34% +$3.28M 4.2% 5
2025
Q4 		$9.2M Buy
160,885
+44,479
+38% +$2.5M 2.92% 12
2025
Q3 		$6.43M Buy
116,406
+9,016
+8% +$480K 2.07% 21
2025
Q2 		$5.53M Buy
+107,390
New +$5.25M 1.99% 20

Other funds holding IUS

AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 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 $43.3B AUM 29.3% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Berkeley Inc's IUS Position: Q2 2026 in Review

Berkeley Inc increased its Invesco RAFI Strategic US ETF (IUS) stake by 8% in Q2 2026, buying an estimated $1.1M and bringing the position to 233,733 shares worth $15.3M. The position accounts for 4.81% of the portfolio, ranked #4.

Berkeley Inc first reported a position in IUS in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Berkeley Inc held 233,733 shares of Invesco RAFI Strategic US ETF worth $15.3M as of Q2 2026.
  • Berkeley Inc bought 17,351 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $1.1M.
  • Invesco RAFI Strategic US ETF made up 4.81% of Berkeley Inc's portfolio in Q2 2026, its #4 holding.
  • Berkeley Inc first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.