IWM
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IHT Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

IHT Wealth Management’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
2022
Q4 		– Sell
-9,680
Closed -$269K – 927
2022
Q3 		$269K Sell
9,680
-25
-0.3% -$768 0.02% 657
2022
Q2 		$288K Buy
9,705
+1,540
+19% +$49.5K 0.03% 541
2022
Q1 		$279K Buy
8,165
+10
+0.1% +$338 0.02% 590
2021
Q4 		$280K Sell
8,155
-585
-7% -$19.6K 0.02% 639
2021
Q3 		$277K Sell
8,740
-5,380
-38% -$174K 0.02% 619
2021
Q2 		$453K Buy
14,120
+25
+0.2% +$796 0.03% 558
2021
Q1 		$428K Sell
14,095
-1,420
-9% -$40.8K 0.03% 510
2020
Q4 		$413K Sell
15,515
-3,425
-18% -$85.3K 0.03% 470
2020
Q3 		$431K Buy
18,940
+3,375
+22% +$77.2K 0.04% 381
2020
Q2 		$337K Sell
15,565
-11,095
-42% -$231K 0.05% 377
2020
Q1 		$493K Sell
26,660
-16,160
-38% -$375K 0.07% 289
2019
Q4 		$1.08M Sell
42,820
-10,995
-20% -$268K 0.13% 178
2019
Q3 		$1.27M Buy
53,815
+17,765
+49% +$414K 0.17% 142
2019
Q2 		$841K Sell
36,050
-2,980
-8% -$68.5K 0.12% 197
2019
Q1 		$885K Sell
39,030
-8,100
-17% -$179K 0.15% 170
2018
Q4 		$957K Buy
47,130
+10,435
+28% +$231K 0.18% 136
2018
Q3 		$872K Buy
36,695
+15,575
+74% +$365K 0.19% 142
2018
Q2 		$476K Buy
21,120
+1,790
+9% +$40.3K 0.12% 210
2018
Q1 		$417K Sell
19,330
-185
-0.9% -$4.23K 0.11% 217
2017
Q4 		$453K Buy
19,515
+19,015
+3,803% +$419K 0.12% 212
2017
Q3 		$11K Hold
500
– – ﹤0.01% 941
2017
Q2 		$10 Buy
+500
New +$10.3K ﹤0.01% 978

Other funds holding PRF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

IHT Wealth Management's PRF Position: Q4 2022 in Review

IHT Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2022, closing a stake of 9,680 shares — an estimated $269K sold.

IHT Wealth Management first reported a position in PRF in Q2 2017 and held it in 22 quarters. The position peaked at $1.27M in Q3 2019. 410 funds tracked by Wall St. Rank hold PRF as of Q4 2022.

  • IHT Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • IHT Wealth Management sold 9,680 Invesco FTSE RAFI US 1000 ETF shares in Q4 2022, an estimated $269K.
  • IHT Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2017 and held it in 22 quarters.
  • IHT Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $1.27M in Q3 2019.
  • 410 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.