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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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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. 19 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.
  • 19 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.