CoreCap Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
5,220
| – | – | 0.01% | 721 |
|
|
2025
Q1 | $198K | Buy |
5,220
+2,585
| +98% | +$97.9K | 0.01% | 685 |
|
|
2024
Q4 | $110K | Buy |
2,635
+505
| +24% | +$21K | 0.01% | 896 |
|
|
2024
Q3 | $88.5K | Hold |
2,130
| – | – | ﹤0.01% | 968 |
|
|
2024
Q2 | $81.2K | Buy |
+2,130
| New | +$81.2K | 0.01% | 549 |
|