Wealth Enhancement Advisory Services’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 | $1.23M | Buy |
23,536
+16,336
| +227% | +$854K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $355K | Sell |
7,200
-300
| -4% | -$14.8K | ﹤0.01% | 2294 |
|
|
2024
Q4 | $373K | Hold |
7,500
| – | – | ﹤0.01% | 2184 |
|
|
2024
Q3 | $377K | Sell |
7,500
-361
| -5% | -$18.2K | ﹤0.01% | 2005 |
|
|
2024
Q2 | $373K | Sell |
7,861
-194
| -2% | -$9.2K | ﹤0.01% | 1829 |
|
|
2024
Q1 | $382K | Sell |
8,055
-497
| -6% | -$23.6K | ﹤0.01% | 1751 |
|
|
2023
Q4 | $370K | Buy |
8,552
+552
| +7% | +$23.9K | ﹤0.01% | 1685 |
|
|
2023
Q3 | $319K | Buy |
+8,000
| New | +$319K | ﹤0.01% | 1702 |
|