Sigma Planning Corp’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
Q2 | $561K | Sell |
10,900
-356
| -3% | -$18.3K | 0.02% | 728 |
|
|
2025
Q1 | $556K | Buy |
11,256
+6,939
| +161% | +$343K | 0.02% | 686 |
|
|
2024
Q4 | $214K | Buy |
4,317
+238
| +6% | +$11.8K | 0.01% | 1066 |
|
|
2024
Q3 | $205K | Buy |
+4,079
| New | +$205K | 0.01% | 1129 |
|
|
2023
Q4 | – | Sell |
-14,297
| Closed | -$569K | – | 1015 |
|
|
2023
Q3 | $569K | Buy |
+14,297
| New | +$569K | 0.02% | 649 |
|