Narus Financial Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Narus Financial Partners’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	$282K	Sell	4,296 -2,996	-41%	-$190K	0.07%	147
2026 Q1	$422K	Sell	7,292 -955	-12%	-$56.5K	0.11%	110
2025 Q4	$471K	Buy	8,247 +201	+2%	+$11.3K	0.13%	99
2025 Q3	$444K	Buy	+8,046	New	+$428K	0.12%	102

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

Narus Financial Partners's IUS Position: Q2 2026 in Review

Narus Financial Partners reduced its Invesco RAFI Strategic US ETF (IUS) stake by 41% in Q2 2026, selling an estimated $190K and leaving 4,296 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #147.

Narus Financial Partners first reported a position in IUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $471K in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Narus Financial Partners held 4,296 shares of Invesco RAFI Strategic US ETF worth $282K as of Q2 2026.
Narus Financial Partners sold 2,996 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $190K.
Invesco RAFI Strategic US ETF made up 0.07% of Narus Financial Partners's portfolio in Q2 2026, its #147 holding.
Narus Financial Partners first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 4 quarters since.
Narus Financial Partners's Invesco RAFI Strategic US ETF position peaked at $471K in Q4 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.