IDA
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return