Index Fund Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Index Fund Advisors’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 Q2	$248K	Sell	4,455 -21	-0.5%	-$1.07K	0.01%	123
2026 Q1	$205K	Buy	4,476 +21	+0.5%	+$1K	0.01%	127
2025 Q4	$204K	Hold	4,455	–	–	0.01%	145
2025 Q3	$202K	Buy	+4,455	New	+$193K	0.01%	144
2022 Q2	–	Sell	-5,750	Closed	-$210K	–	97
2022 Q1	$210K	Buy	5,750 +5	+0.1%	+$181	0.02%	94
2021 Q4	$220K	Buy	+5,745	New	+$219K	0.02%	90

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

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

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

Index Fund Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.47% in Q2 2026, selling an estimated $1.07K and leaving 4,455 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #123.

Index Fund Advisors first reported a position in PRFZ in Q4 2021 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Index Fund Advisors held 4,455 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $248K as of Q2 2026.
Index Fund Advisors sold 21 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $1.07K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #123 holding.
Index Fund Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

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