Lifeworks Advisors’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 | $207K | Sell |
4,023
-642
| -14% | -$33.1K | 0.03% | 304 |
|
|
2025
Q1 | $230K | Sell |
4,665
-283
| -6% | -$14K | 0.04% | 279 |
|
|
2024
Q4 | $246K | Sell |
4,948
-336
| -6% | -$16.7K | 0.04% | 264 |
|
|
2024
Q3 | $266K | Buy |
5,284
+752
| +17% | +$37.8K | 0.05% | 247 |
|
|
2024
Q2 | $215K | Buy |
4,532
+251
| +6% | +$11.9K | 0.06% | 212 |
|
|
2024
Q1 | $203K | Buy |
+4,281
| New | +$203K | 0.06% | 221 |
|