IWP
PRF icon

IAG Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

IAG Wealth Partners’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Buy
2,684
+10
+0.4% +$486 0.01% 154
2025
Q4 		$125K Buy
2,674
+11
+0.4% +$507 0.01% 140
2025
Q3 		$120K Buy
2,663
+11
+0.4% +$481 0.01% 145
2025
Q2 		$112K Buy
2,652
+13
+0.5% +$519 0.01% 139
2025
Q1 		$107K Buy
2,639
+12
+0.5% +$495 0.02% 135
2024
Q4 		$106K Buy
2,627
+23
+0.9% +$950 0.02% 132
2024
Q3 		$106K Buy
+2,604
New +$102K 0.02% 126
2020
Q2 		– Sell
-275
Closed -$6K – 441
2020
Q1 		$6K Buy
+275
New +$6.38K ﹤0.01% 264

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's PRF Position: Q1 2026 in Review

IAG Wealth Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.37% in Q1 2026, buying an estimated $486 and bringing the position to 2,684 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #154.

IAG Wealth Partners first reported a position in PRF in Q1 2020 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • IAG Wealth Partners held 2,684 shares of Invesco FTSE RAFI US 1000 ETF worth $128K as of Q1 2026.
  • IAG Wealth Partners bought 10 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $486.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • IAG Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.