Fidelity Investments
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Fidelity Investments’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Fidelity Investments’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 		$559K Buy
8,518
+1,961
+30% +$125K ﹤0.01% 3243
2026
Q1 		$380K Buy
6,557
+200
+3% +$11.8K ﹤0.01% 3226
2025
Q4 		$363K Buy
6,357
+4,000
+170% +$225K ﹤0.01% 3196
2025
Q3 		$130K Buy
2,357
+17
+0.7% +$905 ﹤0.01% 3553
2025
Q2 		$121K Buy
2,340
+1,597
+215% +$78K ﹤0.01% 3528
2025
Q1 		$36.7K Sell
743
-165
-18% -$8.34K ﹤0.01% 3990
2024
Q4 		$45.1K Sell
908
-54
-6% -$2.74K ﹤0.01% 3901
2024
Q3 		$48.4K Buy
962
+303
+46% +$14.7K ﹤0.01% 3797
2024
Q2 		$31.3K Buy
659
+32
+5% +$1.5K ﹤0.01% 3853
2024
Q1 		$29.8K Buy
627
+506
+418% +$22.7K ﹤0.01% 3835
2023
Q4 		$5.25K Hold
121
– – ﹤0.01% 4432
2023
Q3 		$4.83K Sell
121
-1
-0.8% -$41 ﹤0.01% 4338
2023
Q2 		$4.96K Buy
122
+36
+42% +$1.4K ﹤0.01% 4370
2023
Q1 		$3.29K Hold
86
– – ﹤0.01% 4496
2022
Q4 		$3.14K Hold
86
– – ﹤0.01% 4394
2022
Q3 		$3K Hold
86
– – ﹤0.01% 4468
2022
Q2 		$3K Hold
86
– – ﹤0.01% 4462
2022
Q1 		$3K Hold
86
– – ﹤0.01% 4567
2021
Q4 		$3K Sell
86
-82
-49% -$3.2K ﹤0.01% 3931
2021
Q3 		$6K Buy
168
+82
+95% +$3.1K ﹤0.01% 3744
2021
Q2 		$3K Sell
86
-12
-12% -$441 ﹤0.01% 3839
2021
Q1 		$3K Hold
98
– – ﹤0.01% 3645
2020
Q4 		$3K Sell
98
-52
-35% -$1.52K ﹤0.01% 3527
2020
Q3 		$4K Buy
+150
New +$4.03K ﹤0.01% 3356

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fidelity Investments's IUS Position: Q2 2026 in Review

Fidelity Investments increased its Invesco RAFI Strategic US ETF (IUS) stake by 30% in Q2 2026, buying an estimated $125K and bringing the position to 8,518 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Fidelity Investments first reported a position in IUS in Q3 2020 and has held it in 24 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Fidelity Investments held 8,518 shares of Invesco RAFI Strategic US ETF worth $559K as of Q2 2026.
  • Fidelity Investments bought 1,961 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $125K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3243 holding.
  • Fidelity Investments first reported a position in Invesco RAFI Strategic US ETF in Q3 2020 and has held it in 24 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.