Intelligence Driven Advisers, LLC IUS holdings history
INVESCO RAFI STRATEGIC US ET · CUSIP 46138J742 · CIK 1819955
As of 2026-06-30, Intelligence Driven Advisers, LLC reported 559.70K IUS (shares), valued at $36.71M, or 5.96% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 1.76%; reported value increased 15.23%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.96% | 559,703 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 5.55% | 550,031 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 5.42% | 662,742 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 5.03% | 657,759 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 4.30% | 553,625 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 3.69% | 388,266 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 3.24% | 346,504 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 3.11% | 432,798 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.42% | 360,471 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.66% | 237,031 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 1.66% | 237,031 | $11.25M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 2.42% | 360,471 | $17.10M | Shares increased 52.08%; reported value increased 51.98%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 3.11% | 432,798 | $21.77M | Shares increased 20.06%; reported value increased 27.33%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 3.24% | 346,504 | $17.21M | Shares decreased 19.94%; reported value decreased 20.94%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 3.69% | 388,266 | $19.16M | Shares increased 12.05%; reported value increased 11.35%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 4.30% | 553,625 | $28.51M | Shares increased 42.59%; reported value increased 48.77%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 5.03% | 657,759 | $36.31M | Shares increased 18.81%; reported value increased 27.37%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 5.42% | 662,742 | $37.88M | Shares increased 0.76%; reported value increased 4.32%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 5.55% | 550,031 | $31.85M | Shares decreased 17.01%; reported value decreased 15.91%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 5.96% | 559,703 | $36.71M | Shares increased 1.76%; reported value increased 15.23%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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