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Lifeworks Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Lifeworks Advisors’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
2025
Q4 		– Sell
-4,051
Closed -$224K – 338
2025
Q3 		$224K Buy
4,051
+28
+0.7% +$1.49K 0.03% 308
2025
Q2 		$207K Sell
4,023
-642
-14% -$31.4K 0.03% 304
2025
Q1 		$230K Sell
4,665
-283
-6% -$14.3K 0.04% 280
2024
Q4 		$246K Sell
4,948
-336
-6% -$17.1K 0.04% 265
2024
Q3 		$266K Buy
5,284
+752
+17% +$36.5K 0.05% 247
2024
Q2 		$215K Buy
4,532
+251
+6% +$11.7K 0.06% 212
2024
Q1 		$203K Buy
+4,281
New +$192K 0.06% 222

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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lifeworks Advisors's IUS Position: Q4 2025 in Review

Lifeworks Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2025, closing a stake of 4,051 shares — an estimated $224K sold.

Lifeworks Advisors first reported a position in IUS in Q1 2024 and held it in 7 quarters. The position peaked at $266K in Q3 2024. 100 funds tracked by Wall St. Rank hold IUS as of Q4 2025.

  • Lifeworks Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 4,051 Invesco RAFI Strategic US ETF shares in Q4 2025, an estimated $224K.
  • Lifeworks Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and held it in 7 quarters.
  • Lifeworks Advisors's Invesco RAFI Strategic US ETF position peaked at $266K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.