World Investment Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

World Investment Advisors’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 Q2	$4.05M	Hold	69,973	–	–	0.07%	303
2026 Q1	$4.05M	Buy	69,973 +2,475	+4%	+$146K	0.07%	306
2025 Q4	$3.86M	Buy	67,498 +4,911	+8%	+$276K	0.06%	312
2025 Q3	$3.46M	Sell	62,587 -5,332	-8%	-$284K	0.07%	288
2025 Q2	$3.5M	Sell	67,919 -40,200	-37%	-$1.96M	0.08%	271
2025 Q1	$5.34M	Buy	108,119 +42,358	+64%	+$2.14M	0.14%	176
2024 Q4	$3.27M	Buy	65,761 +5,522	+9%	+$280K	0.09%	256
2024 Q3	$3.03M	Buy	+60,239	New	+$2.92M	0.1%	234

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

World Investment Advisors's IUS Position: Q2 2026 in Review

World Investment Advisors held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 69,973 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #303.

World Investment Advisors first reported a position in IUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.34M in Q1 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

World Investment Advisors held 69,973 shares of Invesco RAFI Strategic US ETF worth $4.05M as of Q2 2026.
World Investment Advisors left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #303 holding.
World Investment Advisors first reported a position in Invesco RAFI Strategic US ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Invesco RAFI Strategic US ETF position peaked at $5.34M in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.