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McIlrath & Eck’s Invesco RAFI Strategic US ETF IUS Stock Holding History

McIlrath & Eck’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 		$8.98M Buy
155,035
+5,798
+4% +$343K 0.67% 36
2025
Q4 		$8.53M Buy
149,237
+13,119
+10% +$739K 0.79% 29
2025
Q3 		$7.52M Buy
136,118
+6,918
+5% +$368K 0.78% 30
2025
Q2 		$6.65M Buy
129,200
+7,922
+7% +$387K 0.76% 30
2025
Q1 		$5.99M Sell
121,278
-4,026
-3% -$203K 0.74% 29
2024
Q4 		$6.22M Buy
125,304
+5,719
+5% +$290K 0.79% 26
2024
Q3 		$6.02M Buy
119,585
+7,289
+6% +$353K 0.77% 25
2024
Q2 		$5.33M Buy
112,296
+2,282
+2% +$107K 0.79% 23
2024
Q1 		$5.22M Buy
110,014
+9,391
+9% +$422K 0.83% 22
2023
Q4 		$4.36M Buy
100,623
+10,746
+12% +$439K 0.77% 23
2023
Q3 		$3.58M Sell
89,877
-335,363
-79% -$13.7M 0.72% 22
2023
Q2 		$17.2M Buy
425,240
+29,646
+7% +$1.15M 3.61% 7
2023
Q1 		$15.2M Buy
395,594
+36,977
+10% +$1.39M 3.54% 7
2022
Q4 		$13.1M Buy
358,617
+68,963
+24% +$2.51M 3.37% 7
2022
Q3 		$9.62M Buy
+289,654
New +$10.7M 2.64% 7

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $574M AUM 16.47% 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 $2.39B AUM 28.86% 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

McIlrath & Eck's IUS Position: Q1 2026 in Review

McIlrath & Eck increased its Invesco RAFI Strategic US ETF (IUS) stake by 3.9% in Q1 2026, buying an estimated $343K and bringing the position to 155,035 shares worth $8.98M. The position accounts for 0.67% of the portfolio, ranked #36.

McIlrath & Eck first reported a position in IUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $17.2M in Q2 2023. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • McIlrath & Eck held 155,035 shares of Invesco RAFI Strategic US ETF worth $8.98M as of Q1 2026.
  • McIlrath & Eck bought 5,798 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $343K.
  • Invesco RAFI Strategic US ETF made up 0.67% of McIlrath & Eck's portfolio in Q1 2026, its #36 holding.
  • McIlrath & Eck first reported a position in Invesco RAFI Strategic US ETF in Q3 2022 and has held it in 15 quarters since.
  • McIlrath & Eck's Invesco RAFI Strategic US ETF position peaked at $17.2M in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.