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

Northwestern Mutual Wealth Management’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	$11.4M	Buy	174,426 +133,805	+329%	+$8.5M	0.01%	602
2026 Q1	$2.35M	Sell	40,621 -227	-0.6%	-$13.4K	﹤0.01%	1049
2025 Q4	$2.33M	Sell	40,848 -3,727	-8%	-$210K	﹤0.01%	1009
2025 Q3	$2.46M	Sell	44,575 -97,409	-69%	-$5.19M	﹤0.01%	945
2025 Q2	$7.31M	Sell	141,984 -123,890	-47%	-$6.05M	0.01%	578
2025 Q1	$13.1M	Sell	265,874 -14,856	-5%	-$751K	0.01%	427
2024 Q4	$13.9M	Sell	280,730 -7,819	-3%	-$397K	0.01%	398
2024 Q3	$14.5M	Buy	288,549 +38,001	+15%	+$1.84M	0.01%	371
2024 Q2	$11.9M	Buy	250,548 +201,709	+413%	+$9.43M	0.01%	384
2024 Q1	$2.32M	Buy	+48,839	New	+$2.19M	﹤0.01%	754

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

Northwestern Mutual Wealth Management's IUS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco RAFI Strategic US ETF (IUS) stake by 329% in Q2 2026, buying an estimated $8.5M and bringing the position to 174,426 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #602.

Northwestern Mutual Wealth Management first reported a position in IUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.5M in Q3 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Northwestern Mutual Wealth Management held 174,426 shares of Invesco RAFI Strategic US ETF worth $11.4M as of Q2 2026.
Northwestern Mutual Wealth Management bought 133,805 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $8.5M.
Invesco RAFI Strategic US ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #602 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's Invesco RAFI Strategic US ETF position peaked at $14.5M in Q3 2024.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.