Millstone Evans Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Millstone Evans Group’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 Q2	$17.1K	Hold	260	–	–	0.01%	523
2026 Q1	$15.1K	Hold	260	–	–	0.01%	516
2025 Q4	$14.9K	Hold	260	–	–	0.01%	502
2025 Q3	$14.4K	Hold	260	–	–	0.01%	491
2025 Q2	$13.4K	Hold	260	–	–	0.01%	495
2025 Q1	$12.8K	Hold	260	–	–	0.01%	499
2024 Q4	$12.9K	Buy	+260	New	+$13.2K	0.01%	469

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Millstone Evans Group's IUS Position: Q2 2026 in Review

Millstone Evans Group held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 260 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #523.

Millstone Evans Group first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Millstone Evans Group held 260 shares of Invesco RAFI Strategic US ETF worth $17.1K as of Q2 2026.
Millstone Evans Group left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #523 holding.
Millstone Evans Group first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.