Envestnet Asset Management
IUS icon

Envestnet Asset Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Envestnet Asset Management’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 		$56.4M Sell
859,466
-40,125
-4% -$2.55M 0.01% 818
2026
Q1 		$52.1M Buy
899,591
+86,376
+11% +$5.11M 0.01% 783
2025
Q4 		$46.5M Buy
813,215
+40,726
+5% +$2.29M 0.01% 784
2025
Q3 		$42.6M Buy
772,489
+87,866
+13% +$4.68M 0.01% 833
2025
Q2 		$35.3M Buy
684,623
+306,778
+81% +$15M 0.01% 915
2025
Q1 		$18.7M Sell
377,845
-14,696
-4% -$743K 0.01% 1249
2024
Q4 		$19.5M Buy
392,541
+98,135
+33% +$4.98M 0.01% 1212
2024
Q3 		$14.8M Buy
294,406
+192,388
+189% +$9.33M ﹤0.01% 1379
2024
Q2 		$4.84M Buy
102,018
+32,208
+46% +$1.51M ﹤0.01% 2043
2024
Q1 		$3.31M Buy
69,810
+22,904
+49% +$1.03M ﹤0.01% 2259
2023
Q4 		$2.03M Buy
46,906
+41,434
+757% +$1.69M ﹤0.01% 2461
2023
Q3 		$218K Sell
5,472
-10,699
-66% -$438K ﹤0.01% 3708
2023
Q2 		$655K Buy
16,171
+3,724
+30% +$145K ﹤0.01% 3055
2023
Q1 		$477K Buy
12,447
+1,826
+17% +$68.8K ﹤0.01% 3170
2022
Q4 		$388K Buy
+10,621
New +$387K ﹤0.01% 3255
2022
Q3 		– Sell
-6,677
Closed -$236K – 3973
2022
Q2 		$236K Buy
6,677
+1,679
+34% +$64.2K ﹤0.01% 3492
2022
Q1 		$203K Buy
+4,998
New +$198K ﹤0.01% 3677
2021
Q2 		– Sell
-7,097
Closed -$249K – 3667
2021
Q1 		$249K Sell
7,097
-433
-6% -$14.5K ﹤0.01% 3233
2020
Q4 		$235K Sell
7,530
-749
-9% -$21.9K ﹤0.01% 3053
2020
Q3 		$223K Sell
8,279
-191
-2% -$5.13K ﹤0.01% 2871
2020
Q2 		$214K Buy
+8,470
New +$204K ﹤0.01% 2847
2020
Q1 		– Sell
-8,278
Closed -$229K – 3058
2019
Q4 		$229K Buy
+8,278
New +$220K ﹤0.01% 2860

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
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
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
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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Envestnet Asset Management's IUS Position: Q2 2026 in Review

Envestnet Asset Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 4.5% in Q2 2026, selling an estimated $2.55M and leaving 859,466 shares worth $56.4M. The position accounts for 0.01% of the portfolio, ranked #818.

Envestnet Asset Management first reported a position in IUS in Q4 2019 and has held it in 22 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Envestnet Asset Management held 859,466 shares of Invesco RAFI Strategic US ETF worth $56.4M as of Q2 2026.
  • Envestnet Asset Management sold 40,125 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $2.55M.
  • Invesco RAFI Strategic US ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #818 holding.
  • Envestnet Asset Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2019 and has held it in 22 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.