RVW Wealth’s Invesco RAFI Strategic US ETF IUS Stock Holding History

RVW Wealth’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 Q3	$958K	Buy	14,134 +110	+0.8%	+$7.54K	0.06%	87
2026 Q2	$920K	Buy	14,024 +527	+4%	+$33.5K	0.06%	83
2026 Q1	$782K	Sell	13,497 -759	-5%	-$44.9K	0.06%	84
2025 Q4	$815K	Sell	14,256 -100	-0.7%	-$5.63K	0.06%	82
2025 Q3	$793K	Sell	14,356 -11	-0.1%	-$586	0.06%	85
2025 Q2	$740K	Sell	14,367 -35	-0.2%	-$1.71K	0.06%	83
2025 Q1	$711K	Sell	14,402 -7,109	-33%	-$359K	0.07%	75
2024 Q4	$1.07M	Sell	21,511 -2,170	-9%	-$110K	0.1%	62
2024 Q3	$1.19M	Buy	23,681 +2,261	+11%	+$110K	0.11%	62
2024 Q2	$1.02M	Sell	21,420 -7,366	-26%	-$344K	0.1%	61
2024 Q1	$1.37M	Sell	28,786 -2,784	-9%	-$125K	0.14%	55
2023 Q4	$1.37M	Sell	31,570 -1,496	-5%	-$61.1K	0.15%	57
2023 Q3	$1.32M	Sell	33,066 -191	-0.6%	-$7.83K	0.16%	56
2023 Q2	$1.35M	Sell	33,257 -1,945	-6%	-$75.6K	0.16%	60
2023 Q1	$1.35M	Sell	35,202 -3,481	-9%	-$131K	0.17%	62
2022 Q4	$1.41M	Buy	+38,683	New	+$1.41M	0.18%	61

Other funds holding IUS

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RVW Wealth's IUS Position: Q3 2026 in Review

RVW Wealth increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.78% in Q3 2026, buying an estimated $7.54K and bringing the position to 14,134 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #87.

RVW Wealth first reported a position in IUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2022. 30 funds tracked by Wall St. Rank hold IUS as of Q3 2026.

RVW Wealth held 14,134 shares of Invesco RAFI Strategic US ETF worth $958K as of Q3 2026.
RVW Wealth bought 110 Invesco RAFI Strategic US ETF shares in Q3 2026, an estimated $7.54K.
Invesco RAFI Strategic US ETF made up 0.06% of RVW Wealth's portfolio in Q3 2026, its #87 holding.
RVW Wealth first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 16 quarters since.
RVW Wealth's Invesco RAFI Strategic US ETF position peaked at $1.41M in Q4 2022.
30 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.