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 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

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

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Intelligence Driven Advisers's IUS Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Invesco RAFI Strategic US ETF (IUS) stake by 1.8% in Q2 2026, buying an estimated $614K and bringing the position to 559,703 shares worth $36.7M. The position accounts for 5.96% of the portfolio, ranked #6.

Intelligence Driven Advisers first reported a position in IUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.9M in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Intelligence Driven Advisers held 559,703 shares of Invesco RAFI Strategic US ETF worth $36.7M as of Q2 2026.
Intelligence Driven Advisers bought 9,672 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $614K.
Invesco RAFI Strategic US ETF made up 5.96% of Intelligence Driven Advisers's portfolio in Q2 2026, its #6 holding.
Intelligence Driven Advisers first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 10 quarters since.
Intelligence Driven Advisers's Invesco RAFI Strategic US ETF position peaked at $37.9M in Q4 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.