IFG Advisory’s Invesco RAFI Strategic US ETF IUS Stock Holding History

IFG Advisory’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	$385K	Buy	+5,866	New	+$372K	0.01%	674
2026 Q1	–	Sell	-19,869	Closed	-$1.14M	–	619
2025 Q4	$1.14M	Sell	19,869 -3,290	-14%	-$185K	0.05%	340
2025 Q3	$1.28M	Sell	23,159 -97,501	-81%	-$5.19M	0.06%	316
2025 Q2	$6.21M	Buy	120,660 +579	+0.5%	+$28.3K	0.31%	83
2025 Q1	$5.93M	Sell	120,081 -46,820	-28%	-$2.37M	0.33%	80
2024 Q4	$8.29M	Buy	166,901 +52,308	+46%	+$2.66M	0.47%	49
2024 Q3	$5.76M	Buy	114,593 +40,007	+54%	+$1.94M	0.37%	72
2024 Q2	$3.54M	Sell	74,586 -2,201	-3%	-$103K	0.23%	117
2024 Q1	$3.64M	Buy	+76,787	New	+$3.45M	0.27%	112

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 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

IFG Advisory's IUS Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q2 2026: 5,866 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IUS as recently as Q4 2025.

IFG Advisory first reported a position in IUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.29M in Q4 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

IFG Advisory held 5,866 shares of Invesco RAFI Strategic US ETF worth $385K as of Q2 2026.
Invesco RAFI Strategic US ETF was a new IFG Advisory position in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #674 holding.
IFG Advisory first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 9 quarters since.
IFG Advisory's Invesco RAFI Strategic US ETF position peaked at $8.29M in Q4 2024.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.