WMG Financial Advisors’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 | $271K | Hold |
5,260
| – | – | 0.1% | 147 |
|
|
2025
Q1 | $260K | Hold |
5,260
| – | – | 0.11% | 133 |
|
|
2024
Q4 | $261K | Hold |
5,260
| – | – | 0.11% | 130 |
|
|
2024
Q3 | $265K | Hold |
5,260
| – | – | 0.12% | 129 |
|
|
2024
Q2 | $249K | Hold |
5,260
| – | – | 0.13% | 124 |
|
|
2024
Q1 | $250K | Hold |
5,260
| – | – | 0.14% | 114 |
|
|
2023
Q4 | $228K | Hold |
5,260
| – | – | 0.15% | 104 |
|
|
2023
Q3 | $210K | Hold |
5,260
| – | – | 0.18% | 90 |
|
|
2023
Q2 | $213K | Hold |
5,260
| – | – | 0.16% | 110 |
|
|
2023
Q1 | $201K | Buy |
+5,260
| New | +$201K | 0.17% | 108 |
|