Citigroup’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Citigroup’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	–	Sell	-1	Closed	-$58	–	5995
2026 Q1	$58	Buy	+1	New	+$59	﹤0.01%	5636
2024 Q3	–	Sell	-7,595	Closed	-$360K	–	5737
2024 Q2	$360K	Buy	+7,595	New	+$355K	﹤0.01%	3590
2024 Q1	–	Sell	-120	Closed	-$5.2K	–	5747
2023 Q4	$5.2K	Hold	120	–	–	﹤0.01%	5328
2023 Q3	$4.78K	Buy	+120	New	+$4.92K	﹤0.01%	4732

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

Citigroup's IUS Position: Q2 2026 in Review

Citigroup sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2026, closing a stake of 1 share — an estimated $58 sold.

Citigroup first reported a position in IUS in Q3 2023 and held it in 4 quarters. The position peaked at $360K in Q2 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Citigroup reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2026 after selling out during the quarter.
Citigroup sold 1 Invesco RAFI Strategic US ETF share in Q2 2026, an estimated $58.
Citigroup first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and held it in 4 quarters.
Citigroup's Invesco RAFI Strategic US ETF position peaked at $360K in Q2 2024.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.