Wells Fargo
IUS icon

Wells Fargo’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Wells Fargo’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 		– Hold
0
– – – 6814
2025
Q4 		– Hold
0
– – – 6686
2025
Q3 		– Sell
-1
Closed -$53 – 6947
2025
Q2 		$53 Sell
1
-2,907
-100% -$142K ﹤0.01% 6568
2025
Q1 		$144K Sell
2,908
-1,272
-30% -$64.3K ﹤0.01% 4900
2024
Q4 		$208K Buy
4,180
+4,179
+417,900% +$212K ﹤0.01% 4776
2024
Q3 		$63 Hold
1
– – ﹤0.01% 6320
2024
Q2 		$61 Buy
+1
New +$47 ﹤0.01% 6292
2024
Q1 		– Sell
-745
Closed -$33.5K – 7068
2023
Q4 		$32.3K Buy
+745
New +$30.4K ﹤0.01% 5445
2023
Q3 		– Sell
-1
Closed -$41 – 7329
2023
Q2 		$26 Buy
+1
New +$39 ﹤0.01% 7241
2023
Q1 		– Hold
0
– – – 7572
2022
Q3 		– Sell
-1
Closed – – 7000
2022
Q2 		$0 Sell
1
-101
-99% -$3.86K ﹤0.01% 7143
2022
Q1 		$4K Buy
102
+101
+10,100% +$4K ﹤0.01% 6527
2021
Q4 		$0 Hold
1
– – ﹤0.01% 7514
2021
Q3 		$0 Hold
1
– – ﹤0.01% 7238
2021
Q2 		$0 Hold
1
– – ﹤0.01% 7153
2021
Q1 		$0 Hold
1
– – ﹤0.01% 7116
2020
Q4 		$0 Hold
1
– – ﹤0.01% 6738
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6601
2020
Q2 		$0 Sell
1
-1
-50% -$24 ﹤0.01% 6546
2020
Q1 		$0 Buy
2
+1
+100% +$26 ﹤0.01% 6490
2019
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 6550

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B 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 $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo's IUS Position: Q1 2026 in Review

Wells Fargo held its Invesco RAFI Strategic US ETF (IUS) position steady in Q1 2026 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #6814.

Wells Fargo first reported a position in IUS in Q4 2019 and has held it in 18 quarters since. The position peaked at $208K in Q4 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Wells Fargo held 0 shares of Invesco RAFI Strategic US ETF worth $19 as of Q1 2026.
  • Wells Fargo left its Invesco RAFI Strategic US ETF share count unchanged in Q1 2026.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6814 holding.
  • Wells Fargo first reported a position in Invesco RAFI Strategic US ETF in Q4 2019 and has held it in 18 quarters since.
  • Wells Fargo's Invesco RAFI Strategic US ETF position peaked at $208K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.