Fermata Advisors’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 | $374K | Sell |
7,255
-3
| -0% | -$155 | 0.1% | 156 |
|
|
2025
Q1 | $358K | Sell |
7,258
-562
| -7% | -$27.7K | 0.06% | 199 |
|
|
2024
Q4 | $388K | Buy |
7,820
+102
| +1% | +$5.07K | 0.07% | 172 |
|
|
2024
Q3 | $388K | Buy |
7,718
+61
| +0.8% | +$3.07K | 0.08% | 149 |
|
|
2024
Q2 | $363K | Sell |
7,657
-40
| -0.5% | -$1.9K | 0.08% | 144 |
|
|
2024
Q1 | $365K | Sell |
7,697
-14,490
| -65% | -$688K | 0.08% | 139 |
|
|
2023
Q4 | $961K | Buy |
+22,187
| New | +$961K | 0.23% | 76 |
|