Sequent Planning’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,294	Closed	-$412K	–	151
2024 Q4	$412K	Buy	8,294 +32	+0.4%	+$1.59K	0.15%	93
2024 Q3	$416K	Buy	8,262 +34	+0.4%	+$1.71K	0.14%	97
2024 Q2	$389K	Sell	8,228 -645	-7%	-$30.5K	0.13%	96
2024 Q1	$421K	Buy	+8,873	New	+$421K	0.15%	94