Betterment LLC
IUS icon

Betterment LLC’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Betterment LLC’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
Q3 		– Sell
-4,159
Closed -$214K – 528
2025
Q2 		$214K Buy
+4,159
New +$203K ﹤0.01% 484

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Betterment LLC's IUS Position: Q3 2025 in Review

Betterment LLC sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2025, closing a stake of 4,159 shares — an estimated $214K sold.

Betterment LLC first reported a position in IUS in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 97 funds tracked by Wall St. Rank hold IUS as of Q3 2025.

  • Betterment LLC reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2025 after selling out during the quarter.
  • Betterment LLC sold 4,159 Invesco RAFI Strategic US ETF shares in Q3 2025, an estimated $214K.
  • Betterment LLC first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and held it in 1 quarter.
  • Betterment LLC's Invesco RAFI Strategic US ETF position peaked at $214K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2025.

Based on Betterment LLC's 13F filing for Q3 2025, filed 13 Nov 2025.