UBS Group
IUS icon

UBS Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

UBS Group’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
Q1 		$42.9K Buy
741
+179
+32% +$10.6K ﹤0.01% 7470
2025
Q4 		$32.1K Sell
562
-1,673
-75% -$94.2K ﹤0.01% 7486
2025
Q3 		$123K Hold
2,235
– – ﹤0.01% 6979
2025
Q2 		$115K Hold
2,235
– – ﹤0.01% 7115
2025
Q1 		$110K Sell
2,235
-2,200
-50% -$111K ﹤0.01% 6977
2024
Q4 		$220K Buy
+4,435
New +$225K ﹤0.01% 6392
2024
Q1 		– Sell
-1,202
Closed -$52K – 9677
2023
Q4 		$52K Buy
+1,202
New +$49.1K ﹤0.01% 6512
2023
Q3 		– Sell
-3,879
Closed -$157K – 9708
2023
Q2 		$157K Buy
3,879
+2,554
+193% +$99.2K ﹤0.01% 5648
2023
Q1 		$50.7K Buy
+1,325
New +$50K ﹤0.01% 6441
2022
Q4 		– Sell
-4,694
Closed -$156K – 10925
2022
Q3 		$156K Buy
4,694
+4,684
+46,840% +$173K ﹤0.01% 5319
2022
Q2 		$0 Buy
+10
New +$382 ﹤0.01% 10617
2022
Q1 		– Sell
-230
Closed -$9K – 10564
2021
Q4 		$9K Sell
230
-1,620
-88% -$63.3K ﹤0.01% 8911
2021
Q3 		$68K Sell
1,850
-959
-34% -$36.3K ﹤0.01% 6099
2021
Q2 		$105K Buy
2,809
+789
+39% +$29K ﹤0.01% 5842
2021
Q1 		$71K Buy
2,020
+1,592
+372% +$53.2K ﹤0.01% 6222
2020
Q4 		$13K Sell
428
-874
-67% -$25.6K ﹤0.01% 7277
2020
Q3 		$35K Buy
1,302
+1,271
+4,100% +$34.1K ﹤0.01% 5887
2020
Q2 		$1K Buy
+31
New +$747 ﹤0.01% 7766

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return