Richmond Investment Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Richmond Investment Services’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	–	Sell	-4,494	Closed	-$260K	–	195
2026 Q1	$260K	Hold	4,494	–	–	0.04%	222
2025 Q4	$257K	Hold	4,494	–	–	0.04%	201
2025 Q3	$248K	Hold	4,494	–	–	0.05%	199
2025 Q2	$231K	Buy	+4,494	New	+$220K	0.05%	192

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

Richmond Investment Services's IUS Position: Q2 2026 in Review

Richmond Investment Services sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2026, closing a stake of 4,494 shares — an estimated $260K sold.

Richmond Investment Services first reported a position in IUS in Q2 2025 and held it in 4 quarters. The position peaked at $260K in Q1 2026. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Richmond Investment Services reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 4,494 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $260K.
Richmond Investment Services first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's Invesco RAFI Strategic US ETF position peaked at $260K in Q1 2026.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.