RFP
IUS icon

Root Financial Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-405
Closed -$23.1K – 3513
2025
Q4 		$23.1K Sell
405
-685
-63% -$38.6K ﹤0.01% 1106
2025
Q3 		$60.2K Buy
+1,090
New +$58K ﹤0.01% 608

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's IUS Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2026, closing a stake of 405 shares — an estimated $23.1K sold.

Root Financial Partners first reported a position in IUS in Q3 2025 and held it in 2 quarters. The position peaked at $60.2K in Q3 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 405 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $23.1K.
  • Root Financial Partners first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco RAFI Strategic US ETF position peaked at $60.2K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.