Independent Financial Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Independent Financial Group’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	$284K	Hold	4,329	–	–	0.01%	1275
2026 Q1	$251K	Hold	4,329	–	–	0.01%	1254
2025 Q4	$247K	Hold	4,329	–	–	0.01%	1241
2025 Q3	$239K	Hold	4,329	–	–	0.01%	1197
2025 Q2	$223K	Buy	4,329 +52	+1%	+$2.54K	0.01%	1177
2025 Q1	$211K	Sell	4,277 -145	-3%	-$7.33K	0.01%	1096
2024 Q4	$220K	Sell	4,422 -100	-2%	-$5.08K	0.01%	1053
2024 Q3	$227K	Sell	4,522 -225	-5%	-$10.9K	0.01%	991
2024 Q2	$225K	Hold	4,747	–	–	0.01%	968
2024 Q1	$225K	Hold	4,747	–	–	0.01%	917
2023 Q4	$206K	Buy	+4,747	New	+$194K	0.01%	887

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 Financial Group's IUS Position: Q2 2026 in Review

Independent Financial Group held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 4,329 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1275.

Independent Financial Group first reported a position in IUS in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Independent Financial Group held 4,329 shares of Invesco RAFI Strategic US ETF worth $284K as of Q2 2026.
Independent Financial Group left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1275 holding.
Independent Financial Group first reported a position in Invesco RAFI Strategic US ETF in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.