Dynamic Advisor Solutions’s Invesco RAFI Strategic US ETF IUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
3,972
-799
| -17% | -$41.2K | 0.01% | 851 |
|
|
2025
Q1 | $235K | Buy |
4,771
+201
| +4% | +$9.92K | 0.01% | 772 |
|
|
2024
Q4 | $227K | Sell |
4,570
-510
| -10% | -$25.3K | 0.01% | 591 |
|
|
2024
Q3 | $256K | Buy |
5,080
+827
| +19% | +$41.6K | 0.01% | 814 |
|
|
2024
Q2 | $202K | Sell |
4,253
-281
| -6% | -$13.3K | 0.01% | 878 |
|
|
2024
Q1 | $215K | Sell |
4,534
-381
| -8% | -$18.1K | 0.01% | 842 |
|
|
2023
Q4 | $211K | Buy |
+4,915
| New | +$211K | 0.01% | 824 |
|
|
2022
Q2 | – | Sell |
-9,506
| Closed | -$386K | – | 729 |
|
|
2022
Q1 | $386K | Sell |
9,506
-220
| -2% | -$8.93K | 0.03% | 491 |
|
|
2021
Q4 | $394K | Buy |
+9,726
| New | +$394K | 0.03% | 492 |
|