IEQ Capital’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

IEQ Capital’s Portfolio PRFZ Stock Details PRFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy	39,533 +6,591	+20%	+$314K	0.01%	803
2025 Q4	$1.51M	Buy	32,942 +1	+0%	+$46	﹤0.01%	888
2025 Q3	$1.5M	Buy	32,941 +17,398	+112%	+$755K	﹤0.01%	861
2025 Q2	$632K	Sell	15,543 -2,256	-13%	-$86K	﹤0.01%	1047
2025 Q1	$674K	Buy	17,799 +2,557	+17%	+$105K	0.01%	867
2024 Q4	$634K	Buy	15,242 +77	+0.5%	+$3.3K	0.01%	777
2024 Q3	$630K	Hold	15,165	–	–	0.01%	676
2024 Q2	$578K	Buy	+15,165	New	+$578K	0.01%	603

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

IEQ Capital's PRFZ Position: Q1 2026 in Review

IEQ Capital increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 20% in Q1 2026, buying an estimated $314K and bringing the position to 39,533 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #803.

IEQ Capital first reported a position in PRFZ in Q2 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

IEQ Capital held 39,533 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.81M as of Q1 2026.
IEQ Capital bought 6,591 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $314K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #803 holding.
IEQ Capital first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and has held it in 8 quarters since.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.