RW
IUS icon

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

RVW Wealth's IUS Position: Q2 2026 in Review

RVW Wealth increased its Invesco RAFI Strategic US ETF (IUS) stake by 3.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 14,024 shares worth $920K. The position accounts for 0.06% of the portfolio, ranked #83.

RVW Wealth first reported a position in IUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2022. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • RVW Wealth held 14,024 shares of Invesco RAFI Strategic US ETF worth $920K as of Q2 2026.
  • RVW Wealth bought 527 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $33.5K.
  • Invesco RAFI Strategic US ETF made up 0.06% of RVW Wealth's portfolio in Q2 2026, its #83 holding.
  • RVW Wealth first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 15 quarters since.
  • RVW Wealth's Invesco RAFI Strategic US ETF position peaked at $1.41M in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.