FWM
Foguth Wealth Management’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 | $1.48M | Sell |
28,664
-79,384
| -73% | -$4.09M | 0.32% | 56 |
|
|
2025
Q1 | $5.33M | Buy |
108,048
+10,376
| +11% | +$512K | 1.29% | 24 |
|
|
2024
Q4 | $5.04M | Buy |
97,672
+14,423
| +17% | +$744K | 1.32% | 25 |
|
|
2024
Q3 | $4.16M | Buy |
83,249
+19,512
| +31% | +$975K | 1.51% | 22 |
|
|
2024
Q2 | $3.02M | Sell |
63,737
-23,149
| -27% | -$1.1M | 1.33% | 24 |
|
|
2024
Q1 | $4.12M | Buy |
+86,886
| New | +$4.12M | 2.21% | 14 |
|