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IFC & Insurance Marketing’s Invesco RAFI Strategic US ETF IUS Stock Holding History

IFC & Insurance Marketing’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 		$253K Hold
3,856
– – 0.22% 65
2026
Q1 		$223K Sell
3,856
-620
-14% -$36.7K 0.23% 61
2025
Q4 		$256K Buy
+4,476
New +$252K 0.25% 49

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

IFC & Insurance Marketing's IUS Position: Q2 2026 in Review

IFC & Insurance Marketing held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 3,856 shares worth $253K. The position accounts for 0.22% of the portfolio, ranked #65.

IFC & Insurance Marketing first reported a position in IUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • IFC & Insurance Marketing held 3,856 shares of Invesco RAFI Strategic US ETF worth $253K as of Q2 2026.
  • IFC & Insurance Marketing left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
  • Invesco RAFI Strategic US ETF made up 0.22% of IFC & Insurance Marketing's portfolio in Q2 2026, its #65 holding.
  • IFC & Insurance Marketing first reported a position in Invesco RAFI Strategic US ETF in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's Invesco RAFI Strategic US ETF position peaked at $256K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.