LPL Financial’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 | $74.4M | Buy |
1,445,230
+149,165
| +12% | +$7.68M | 0.02% | 593 |
|
2025
Q1 | $64M | Buy |
1,296,065
+262,784
| +25% | +$13M | 0.02% | 588 |
|
2024
Q4 | $51.3M | Buy |
1,033,281
+57,606
| +6% | +$2.86M | 0.02% | 639 |
|
2024
Q3 | $49.1M | Buy |
975,675
+151,376
| +18% | +$7.61M | 0.02% | 621 |
|
2024
Q2 | $39.1M | Buy |
824,299
+217,384
| +36% | +$10.3M | 0.02% | 659 |
|
2024
Q1 | $28.8M | Sell |
606,915
-18,800
| -3% | -$892K | 0.02% | 779 |
|
2023
Q4 | $27.1M | Buy |
625,715
+87,723
| +16% | +$3.8M | 0.02% | 741 |
|
2023
Q3 | $21.4M | Buy |
537,992
+165,342
| +44% | +$6.59M | 0.02% | 774 |
|
2023
Q2 | $15.1M | Buy |
372,650
+117,815
| +46% | +$4.78M | 0.01% | 913 |
|
2023
Q1 | $9.76M | Buy |
254,835
+49,092
| +24% | +$1.88M | 0.01% | 1099 |
|
2022
Q4 | $7.51M | Buy |
205,743
+56,988
| +38% | +$2.08M | 0.01% | 1210 |
|
2022
Q3 | $4.94M | Buy |
148,755
+91,443
| +160% | +$3.04M | ﹤0.01% | 1381 |
|
2022
Q2 | $2.03M | Buy |
57,312
+2,939
| +5% | +$104K | ﹤0.01% | 2014 |
|
2022
Q1 | $2.21M | Buy |
54,373
+42,063
| +342% | +$1.71M | ﹤0.01% | 1989 |
|
2021
Q4 | $499K | Buy |
12,310
+6,680
| +119% | +$271K | ﹤0.01% | 3271 |
|
2021
Q3 | $207K | Buy |
+5,630
| New | +$207K | ﹤0.01% | 3931 |
|