Rockefeller Capital Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Rockefeller Capital 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	$45.6M	Buy	695,790 +20,349	+3%	+$1.29M	0.07%	256
2026 Q1	$39.1M	Buy	675,441 +4,211	+0.6%	+$249K	0.07%	271
2025 Q4	$38.4M	Buy	671,230 +665,308	+11,235%	+$37.5M	0.07%	272
2025 Q3	$327K	Sell	5,922 -52,979	-90%	-$2.82M	﹤0.01%	1972
2025 Q2	$3.03M	Buy	58,901 +27,115	+85%	+$1.32M	0.01%	954
2025 Q1	$1.57M	Buy	31,786 +18,630	+142%	+$941K	﹤0.01%	1115
2024 Q4	$653K	Buy	+13,156	New	+$668K	﹤0.01%	1394

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

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Rockefeller Capital Management's IUS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Invesco RAFI Strategic US ETF (IUS) stake by 3% in Q2 2026, buying an estimated $1.29M and bringing the position to 695,790 shares worth $45.6M. The position accounts for 0.07% of the portfolio, ranked #256.

Rockefeller Capital 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.

Rockefeller Capital Management held 695,790 shares of Invesco RAFI Strategic US ETF worth $45.6M as of Q2 2026.
Rockefeller Capital Management bought 20,349 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $1.29M.
Invesco RAFI Strategic US ETF made up 0.07% of Rockefeller Capital Management's portfolio in Q2 2026, its #256 holding.
Rockefeller Capital 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 Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.