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 Q3	$17.9M	Buy	264,245 +30,512	+13%	+$2.09M	5.53%	3
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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Berkeley Inc's IUS Position: Q3 2026 in Review

Berkeley Inc increased its Invesco RAFI Strategic US ETF (IUS) stake by 13% in Q3 2026, buying an estimated $2.09M and bringing the position to 264,245 shares worth $17.9M. The position accounts for 5.53% of the portfolio, ranked #3.

Berkeley Inc first reported a position in IUS in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

Berkeley Inc held 264,245 shares of Invesco RAFI Strategic US ETF worth $17.9M as of Q3 2026.
Berkeley Inc bought 30,512 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $2.09M.
Invesco RAFI Strategic US ETF made up 5.53% of Berkeley Inc's portfolio in Q3 2026, its #3 holding.
Berkeley Inc first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on Berkeley Inc's 13F filing for Q3 2026, filed 20 Oct 2026.