Independent Advisor Alliance’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Independent Advisor Alliance’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	–	Sell	-71,730	Closed	-$4.15M	–	1367
2026 Q1	$4.15M	Buy	+71,730	New	+$4.24M	0.04%	360
2025 Q1	–	Sell	-47,841	Closed	-$2.38M	–	1095
2024 Q4	$2.38M	Buy	+47,841	New	+$2.43M	0.03%	468

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

Independent Advisor Alliance's IUS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2026, closing a stake of 71,730 shares — an estimated $4.15M sold.

Independent Advisor Alliance first reported a position in IUS in Q4 2024 and held it in 2 quarters. The position peaked at $4.15M in Q1 2026. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 71,730 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $4.15M.
Independent Advisor Alliance first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Invesco RAFI Strategic US ETF position peaked at $4.15M in Q1 2026.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.