Independent Advisor Alliance’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
25,941
-1,695
| -6% | -$68.9K | 0.03% | 409 |
|
|
2025
Q1 | $1.05M | Sell |
27,636
-104,342
| -79% | -$3.95M | 0.03% | 371 |
|
|
2024
Q4 | $5.49M | Buy |
+131,978
| New | +$5.49M | 0.07% | 250 |
|
|
2020
Q1 | – | Sell |
-286,575
| Closed | -$7.84M | – | 722 |
|
|
2019
Q4 | $7.84M | Buy |
+286,575
| New | +$7.84M | 0.34% | 64 |
|
|
2017
Q2 | – | Sell |
-38,200
| Closed | -$871K | – | 354 |
|
|
2017
Q1 | $871K | Buy |
+38,200
| New | +$871K | 0.14% | 176 |
|