None of the 29 investors followed here reported a position in IUS in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a IUS trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.9 | 2.0 | -4.4 | 9.0 | 4.1 | -0.2 | 3.6 | 2.7 | -2.8 | 3.1 | +22.3% | ||
| 2025 | 3.5 | -0.4 | -3.7 | -2.9 | 4.0 | 3.4 | 0.7 | 4.0 | 2.3 | 1.7 | 2.3 | -0.5 | +15.1% |
| 2024 | 1.1 | 4.1 | 4.2 | -4.5 | 3.7 | 0.9 | 2.8 | 1.8 | 1.3 | -1.8 | 5.9 | -5.0 | +14.7% |
| 2023 | 5.7 | -3.2 | 2.5 | 1.4 | -1.6 | 6.1 | 3.8 | -1.7 | -3.7 | -2.6 | 7.0 | 4.3 | +18.6% |
| 2022 | -2.4 | -1.4 | 3.8 | -5.7 | 1.6 | -9.0 | 7.5 | -3.3 | -9.7 | 9.9 | 6.0 | -5.6 | −10.0% |
| 2021 | 0.7 | 5.6 | 5.6 | 3.7 | 2.6 | 0.1 | 1.3 | 2.0 | -4.4 | 5.4 | -1.4 | 6.0 | +30.1% |
| 2020 | -1.6 | -9.2 | -14.1 | 12.8 | 4.5 | 1.0 | 2.9 | 8.1 | -4.4 | -2.6 | 15.4 | 3.2 | +12.6% |
| 2019 | 3.8 | 7.3 | -1.0 | 4.5 | -6.1 | 6.4 | 2.4 | -3.2 | 2.5 | 1.9 | 4.0 | 2.4 | +26.9% |
| 2018 | -6.1 | -1.8 | -6.8 | −14.0% |
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a "full replication" methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.