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Lighthouse Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Lighthouse Wealth Management’s Portfolio IUS Stock Details IUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.76M Sell
170,065
-2,329
-1% -$120K 7.58% 6
2025
Q1 		$8.51M Buy
172,394
+1,861
+1% +$91.9K 7.8% 6
2024
Q4 		$8.47M Buy
+170,533
New +$8.47M 7.76% 6