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Index Fund Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Index Fund Advisors’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Hold
9,506
– – 0.02% 92
2026
Q1 		$412K Hold
9,506
– – 0.02% 89
2025
Q4 		$401K Hold
9,506
– – 0.02% 103
2025
Q3 		$391K Hold
9,506
– – 0.02% 100
2025
Q2 		$370K Hold
9,506
– – 0.02% 106
2025
Q1 		$318K Hold
9,506
– – 0.02% 67
2024
Q4 		$301K Hold
9,506
– – 0.02% 81
2024
Q3 		$334K Hold
9,506
– – 0.02% 77
2024
Q2 		$307K Hold
9,506
– – 0.02% 75
2024
Q1 		$313K Hold
9,506
– – 0.02% 74
2023
Q4 		$309K Hold
9,506
– – 0.02% 70
2023
Q3 		$281K Hold
9,506
– – 0.02% 74
2023
Q2 		$293K Hold
9,506
– – 0.02% 71
2023
Q1 		$295K Hold
9,506
– – 0.02% 75
2022
Q4 		$282K Hold
9,506
– – 0.02% 68
2022
Q3 		$243K Hold
9,506
– – 0.02% 76
2022
Q2 		$277K Hold
9,506
– – 0.02% 71
2022
Q1 		$328K Hold
9,506
– – 0.02% 73
2021
Q4 		$350K Buy
+9,506
New +$356K 0.02% 74

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Index Fund Advisors's PDN Position: Q2 2026 in Review

Index Fund Advisors held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q2 2026 at 9,506 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #92.

Index Fund Advisors first reported a position in PDN in Q4 2021 and has held it in 19 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Index Fund Advisors held 9,506 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $428K as of Q2 2026.
  • Index Fund Advisors left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #92 holding.
  • Index Fund Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2021 and has held it in 19 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.