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

Harbour 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 		$84.8K Buy
1,293
+5
+0.4% +$317 ﹤0.01% 2115
2026
Q1 		$74.6K Buy
1,288
+51
+4% +$3.02K ﹤0.01% 2117
2025
Q4 		$70.7K Buy
1,237
+5
+0.4% +$281 ﹤0.01% 1796
2025
Q3 		$68K Buy
1,232
+68
+6% +$3.62K ﹤0.01% 1756
2025
Q2 		$59.9K Buy
1,164
+5
+0.4% +$244 ﹤0.01% 1724
2025
Q1 		$57.2K Buy
1,159
+38
+3% +$1.92K ﹤0.01% 1695
2024
Q4 		$55.7K Buy
1,121
+160
+17% +$8.13K ﹤0.01% 1653
2024
Q3 		$48.3K Sell
961
-1,560
-62% -$75.7K ﹤0.01% 1672
2024
Q2 		$120K Buy
2,521
+10
+0.4% +$467 ﹤0.01% 1159
2024
Q1 		$119K Buy
2,511
+87
+4% +$3.91K ﹤0.01% 1126
2023
Q4 		$105K Buy
2,424
+2,145
+769% +$87.6K ﹤0.01% 1116
2023
Q3 		$11.1K Buy
279
+276
+9,200% +$11.3K ﹤0.01% 1997
2023
Q2 		$122 Buy
3
+2
+200% +$78 ﹤0.01% 2934
2023
Q1 		$38 Buy
+1
New +$38 ﹤0.01% 2959

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

Harbour Investments's IUS Position: Q2 2026 in Review

Harbour Investments increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.39% in Q2 2026, buying an estimated $317 and bringing the position to 1,293 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Harbour Investments first reported a position in IUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $120K in Q2 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Harbour Investments held 1,293 shares of Invesco RAFI Strategic US ETF worth $84.8K as of Q2 2026.
  • Harbour Investments bought 5 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $317.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2115 holding.
  • Harbour Investments first reported a position in Invesco RAFI Strategic US ETF in Q1 2023 and has held it in 14 quarters since.
  • Harbour Investments's Invesco RAFI Strategic US ETF position peaked at $120K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.