Byrne Financial Freedom’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Byrne Financial Freedom’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	$8.19M	Sell	124,932 -2,892	-2%	-$184K	3.2%	7
2026 Q1	$7.4M	Buy	127,824 +2,510	+2%	+$148K	3.54%	9
2025 Q4	$7.16M	Sell	125,314 -841	-0.7%	-$47.3K	3.29%	9
2025 Q3	$6.97M	Buy	126,155 +21,223	+20%	+$1.13M	3.47%	9
2025 Q2	$5.4M	Buy	104,932 +11,645	+12%	+$569K	2.7%	13
2025 Q1	$4.6M	Sell	93,287 -16,714	-15%	-$845K	2.62%	15
2024 Q4	$5.46M	Buy	+110,001	New	+$5.59M	2.43%	14

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Byrne Financial Freedom's IUS Position: Q2 2026 in Review

Byrne Financial Freedom reduced its Invesco RAFI Strategic US ETF (IUS) stake by 2.3% in Q2 2026, selling an estimated $184K and leaving 124,932 shares worth $8.19M. The position accounts for 3.2% of the portfolio, ranked #7.

Byrne Financial Freedom first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Byrne Financial Freedom held 124,932 shares of Invesco RAFI Strategic US ETF worth $8.19M as of Q2 2026.
Byrne Financial Freedom sold 2,892 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $184K.
Invesco RAFI Strategic US ETF made up 3.2% of Byrne Financial Freedom's portfolio in Q2 2026, its #7 holding.
Byrne Financial Freedom first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.