Strategic Blueprint’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Strategic Blueprint’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
2025 Q2	–	Sell	-7,590	Closed	-$375K	–	710
2025 Q1	$375K	Hold	7,590	–	–	0.02%	481
2024 Q4	$377K	Buy	7,590 +396	+6%	+$20.1K	0.02%	475
2024 Q3	$362K	Buy	7,194 +1,987	+38%	+$96.4K	0.02%	476
2024 Q2	$247K	Buy	+5,207	New	+$243K	0.02%	537

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Strategic Blueprint's IUS Position: Q2 2025 in Review

Strategic Blueprint sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2025, closing a stake of 7,590 shares — an estimated $375K sold.

Strategic Blueprint first reported a position in IUS in Q2 2024 and held it in 4 quarters. The position peaked at $377K in Q4 2024. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

Strategic Blueprint reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2025 after selling out during the quarter.
Strategic Blueprint sold 7,590 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $375K.
Strategic Blueprint first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and held it in 4 quarters.
Strategic Blueprint's Invesco RAFI Strategic US ETF position peaked at $377K in Q4 2024.
98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.