IA
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return