Integrated Wealth Concepts’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Integrated Wealth Concepts’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	$2.62M	Buy	39,986 +28,934	+262%	+$1.84M	0.01%	828
2026 Q1	$640K	Buy	+11,052	New	+$654K	0.01%	1397
2025 Q4	–	Sell	-11,092	Closed	-$612K	–	1847
2025 Q3	$612K	Sell	11,092 -65	-0.6%	-$3.46K	0.01%	1243
2025 Q2	$575K	Buy	11,157 +17	+0.2%	+$831	0.01%	1194
2025 Q1	$550K	Sell	11,140 -3	-0%	-$152	0.01%	1102
2024 Q4	$553K	Sell	11,143 -5	-0%	-$254	0.01%	1086
2024 Q3	$561K	Buy	11,148 +456	+4%	+$22.1K	0.01%	1035
2024 Q2	$507K	Buy	10,692 +131	+1%	+$6.12K	0.01%	1039
2024 Q1	$501K	Buy	+10,561	New	+$474K	0.01%	1057

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

Integrated Wealth Concepts's IUS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco RAFI Strategic US ETF (IUS) stake by 262% in Q2 2026, buying an estimated $1.84M and bringing the position to 39,986 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #828.

Integrated Wealth Concepts first reported a position in IUS in Q1 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Integrated Wealth Concepts held 39,986 shares of Invesco RAFI Strategic US ETF worth $2.62M as of Q2 2026.
Integrated Wealth Concepts bought 28,934 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $1.84M.
Invesco RAFI Strategic US ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #828 holding.
Integrated Wealth Concepts first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.