Ken Griffin
IUS icon

Ken Griffin’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Ken Griffin’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 		$607K Sell
10,473
-2,769
-21% -$164K ﹤0.01% 8824
2025
Q4 		$757K Buy
+13,242
New +$745K ﹤0.01% 8032
2025
Q3 		– Sell
-12,944
Closed -$667K – 13432
2025
Q2 		$667K Sell
12,944
-2,150
-14% -$105K ﹤0.01% 7955
2025
Q1 		$745K Buy
+15,094
New +$763K ﹤0.01% 7611
2024
Q4 		– Sell
-10,668
Closed -$537K – 14935
2024
Q3 		$537K Buy
+10,668
New +$517K ﹤0.01% 8112
2023
Q4 		– Sell
-19,536
Closed -$778K – 14773
2023
Q3 		$778K Buy
19,536
+9,698
+99% +$397K ﹤0.01% 7102
2023
Q2 		$399K Sell
9,838
-15,216
-61% -$591K ﹤0.01% 8414
2023
Q1 		$960K Buy
+25,054
New +$945K ﹤0.01% 6863
2021
Q4 		– Sell
-7,243
Closed -$267K – 14283
2021
Q3 		$267K Buy
+7,243
New +$274K ﹤0.01% 11324
2021
Q1 		– Sell
-28,295
Closed -$885K – 13457
2020
Q4 		$885K Buy
+28,295
New +$828K ﹤0.01% 7052
2020
Q3 		– Sell
-20,102
Closed -$508K – 10397
2020
Q2 		$508K Buy
20,102
+10,610
+112% +$256K ﹤0.01% 7038
2020
Q1 		$202K Sell
9,492
-12,123
-56% -$312K ﹤0.01% 7994
2019
Q4 		$599K Sell
21,615
-22,136
-51% -$588K ﹤0.01% 6521
2019
Q3 		$1.12M Buy
43,751
+12,410
+40% +$314K ﹤0.01% 5410
2019
Q2 		$785K Buy
31,341
+19,315
+161% +$478K ﹤0.01% 6098
2019
Q1 		$293K Sell
12,026
-1,062
-8% -$24.4K ﹤0.01% 7650
2018
Q4 		$290K Buy
13,088
+3,189
+32% +$76.1K ﹤0.01% 7329
2018
Q3 		$250K Buy
+9,899
New +$250K ﹤0.01% 7872

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 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 $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ken Griffin's IUS Position: Q1 2026 in Review

Ken Griffin reduced its Invesco RAFI Strategic US ETF (IUS) stake by 21% in Q1 2026, selling an estimated $164K and leaving 10,473 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #8824.

Ken Griffin first reported a position in IUS in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.12M in Q3 2019. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Ken Griffin held 10,473 shares of Invesco RAFI Strategic US ETF worth $607K as of Q1 2026.
  • Ken Griffin sold 2,769 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $164K.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #8824 holding.
  • Ken Griffin first reported a position in Invesco RAFI Strategic US ETF in Q3 2018 and has held it in 18 quarters since.
  • Ken Griffin's Invesco RAFI Strategic US ETF position peaked at $1.12M in Q3 2019.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.