PWM
Prosperity Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
131,010
+24,037
| +22% | +$1.24M | 2.5% | 6 |
|
|
2025
Q1 | $5.28M | Buy |
106,973
+6,062
| +6% | +$299K | 2.48% | 6 |
|
|
2024
Q4 | $5.01M | Buy |
100,911
+2,789
| +3% | +$139K | 2.06% | 9 |
|
|
2024
Q3 | $4.94M | Buy |
98,122
+1,034
| +1% | +$52K | 1.97% | 10 |
|
|
2024
Q2 | $4.6M | Buy |
97,088
+17,206
| +22% | +$816K | 2.26% | 8 |
|
|
2024
Q1 | $3.79M | Buy |
79,882
+6,632
| +9% | +$315K | 1.8% | 9 |
|
|
2023
Q4 | $3.17M | Sell |
73,250
-6,968
| -9% | -$302K | 2.06% | 10 |
|
|
2023
Q3 | $3.2M | Buy |
80,218
+23,741
| +42% | +$946K | 2.06% | 10 |
|
|
2023
Q2 | $2.29M | Sell |
56,477
-9,064
| -14% | -$367K | 1.48% | 11 |
|
|
2023
Q1 | $2.51M | Sell |
65,541
-1,728
| -3% | -$66.2K | 1.99% | 10 |
|
|
2022
Q4 | $2.46M | Buy |
+67,269
| New | +$2.46M | 2.31% | 12 |
|