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Parvin Asset Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Parvin Asset 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 		$85.6K Hold
1,305
– – 0.07% 192
2026
Q1 		$75.6K Hold
1,305
– – 0.05% 194
2025
Q4 		$74.6K Hold
1,305
– – 0.06% 183
2025
Q3 		$72K Hold
1,305
– – 0.06% 179
2025
Q2 		$67.2K Hold
1,305
– – 0.07% 174
2025
Q1 		$64.4K Hold
1,305
– – 0.07% 172
2024
Q4 		$64.8K Buy
+1,305
New +$66.3K 0.07% 180

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

Parvin Asset Management's IUS Position: Q2 2026 in Review

Parvin Asset Management held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 1,305 shares worth $85.6K. The position accounts for 0.07% of the portfolio, ranked #192.

Parvin Asset Management 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.

  • Parvin Asset Management held 1,305 shares of Invesco RAFI Strategic US ETF worth $85.6K as of Q2 2026.
  • Parvin Asset Management left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
  • Invesco RAFI Strategic US ETF made up 0.07% of Parvin Asset Management's portfolio in Q2 2026, its #192 holding.
  • Parvin Asset Management 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 Parvin Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.