JPMorgan Chase & Co’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
$206K Sell
3,991
-7,027
-64% -$362K ﹤0.01% 4442
2025
Q1
$544K Buy
11,018
+2,759
+33% +$136K ﹤0.01% 3953
2024
Q4
$410K Buy
8,259
+593
+8% +$29.5K ﹤0.01% 4238
2024
Q3
$386K Buy
7,666
+7,293
+1,955% +$367K ﹤0.01% 4167
2024
Q2
$17.7K Sell
373
-230
-38% -$10.9K ﹤0.01% 5172
2024
Q1
$28.6K Sell
603
-297
-33% -$14.1K ﹤0.01% 5146
2023
Q4
$39K Sell
900
-4,000
-82% -$173K ﹤0.01% 5077
2023
Q3
$195K Buy
4,900
+4,620
+1,650% +$184K ﹤0.01% 4249
2023
Q2
$11.3K Buy
+280
New +$11.3K ﹤0.01% 5150
2019
Q4
Sell
-1,406
Closed -$36K 4792
2019
Q3
$36K Buy
+1,406
New +$36K ﹤0.01% 4354