Intelligence Driven Advisers’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Intelligence Driven Advisers’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 Q3	$38.4M	Buy	565,669 +5,966	+1%	+$409K	6.62%	5
2026 Q2	$36.7M	Buy	559,703 +9,672	+2%	+$614K	5.96%	6
2026 Q1	$31.9M	Sell	550,031 -112,711	-17%	-$6.67M	5.55%	7
2025 Q4	$37.9M	Buy	662,742 +4,983	+0.8%	+$281K	5.42%	7
2025 Q3	$36.3M	Buy	657,759 +104,134	+19%	+$5.54M	5.03%	7
2025 Q2	$28.5M	Buy	553,625 +165,359	+43%	+$8.08M	4.3%	7
2025 Q1	$19.2M	Buy	388,266 +41,762	+12%	+$2.11M	3.69%	10
2024 Q4	$17.2M	Sell	346,504 -86,294	-20%	-$4.38M	3.24%	12
2024 Q3	$21.8M	Buy	432,798 +72,327	+20%	+$3.51M	3.11%	11
2024 Q2	$17.1M	Buy	360,471 +123,440	+52%	+$5.77M	2.42%	12
2024 Q1	$11.2M	Buy	+237,031	New	+$10.6M	1.66%	14

Other funds holding IUS

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Intelligence Driven Advisers's IUS Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Invesco RAFI Strategic US ETF (IUS) stake by 1.1% in Q3 2026, buying an estimated $409K and bringing the position to 565,669 shares worth $38.4M. The position accounts for 6.62% of the portfolio, ranked #5.

Intelligence Driven Advisers first reported a position in IUS in Q1 2024 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

Intelligence Driven Advisers held 565,669 shares of Invesco RAFI Strategic US ETF worth $38.4M as of Q3 2026.
Intelligence Driven Advisers bought 5,966 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $409K.
Invesco RAFI Strategic US ETF made up 6.62% of Intelligence Driven Advisers's portfolio in Q3 2026, its #5 holding.
Intelligence Driven Advisers first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 11 quarters since.
14 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.