USAdvisors Wealth Management’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF IUSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,591
| Closed | -$691K | – | 122 |
|
|
2023
Q1 | $691K | Buy |
20,591
+3,144
| +18% | +$112K | 0.33% | 71 |
|
|
2022
Q4 | $579K | Buy |
17,447
+3,322
| +24% | +$111K | 0.28% | 74 |
|
|
2022
Q3 | $426K | Buy |
14,125
+483
| +4% | +$16.4K | 0.22% | 86 |
|
|
2022
Q2 | $436K | Buy |
13,642
+488
| +4% | +$17K | 0.22% | 87 |
|
|
2022
Q1 | $495K | Buy |
13,154
+1,320
| +11% | +$48.8K | 0.21% | 85 |
|
|
2021
Q4 | $468K | Buy |
+11,834
| New | +$464K | 0.19% | 85 |
|