Global Retirement Partners’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 | $70K | Buy |
+1,360
| New | +$70K | ﹤0.01% | 1597 |
|
|
2024
Q4 | $68.6K | Buy |
1,380
+3
| +0.2% | +$149 | ﹤0.01% | 1460 |
|
|
2024
Q3 | $69.2K | Sell |
1,377
-4,159
| -75% | -$209K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $263K | Buy |
5,536
+986
| +22% | +$46.8K | 0.01% | 798 |
|
|
2024
Q1 | $216K | Buy |
4,550
+352
| +8% | +$16.7K | 0.01% | 768 |
|
|
2023
Q4 | $181K | Buy |
4,198
+2,549
| +155% | +$110K | 0.01% | 797 |
|
|
2023
Q3 | $64.7K | Buy |
1,649
+646
| +64% | +$25.4K | ﹤0.01% | 1139 |
|
|
2023
Q2 | $40.6K | Buy |
1,003
+210
| +26% | +$8.51K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $30.2K | Hold |
793
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q4 | $29K | Buy |
793
+2
| +0.3% | +$73 | ﹤0.01% | 1321 |
|
|
2022
Q3 | $29K | Buy |
791
+37
| +5% | +$1.36K | ﹤0.01% | 1221 |
|
|
2022
Q2 | $27K | Buy |
754
+3
| +0.4% | +$107 | ﹤0.01% | 1227 |
|
|
2022
Q1 | $28K | Buy |
+751
| New | +$28K | ﹤0.01% | 1213 |
|