WMG Financial Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Hold |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $201K | Buy |
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