Integrated Wealth Concepts’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
11,157
+17
| +0.2% | +$876 | 0.01% | 1194 |
|
|
2025
Q1 | $550K | Sell |
11,140
-3
| -0% | -$148 | 0.01% | 1102 |
|
|
2024
Q4 | $553K | Sell |
11,143
-5
| -0% | -$248 | 0.01% | 1086 |
|
|
2024
Q3 | $561K | Buy |
11,148
+456
| +4% | +$22.9K | 0.01% | 1035 |
|
|
2024
Q2 | $507K | Buy |
10,692
+131
| +1% | +$6.21K | 0.01% | 1039 |
|
|
2024
Q1 | $501K | Buy |
+10,561
| New | +$501K | 0.01% | 1057 |
|