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

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

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.