Centric Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
5,559
+17
+0.3% +$888 0.07% 155
2025
Q1
$274K Sell
5,542
-154
-3% -$7.6K 0.07% 142
2024
Q4
$283K Sell
5,696
-868
-13% -$43.1K 0.08% 144
2024
Q3
$337K Buy
+6,564
New +$337K 0.09% 134