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 Q3	$233K	Hold	4,455	–	–	0.01%	121
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NFP Retirement Inc Aliso Viejo, California $1.88B AUM 9.68% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Index Fund Advisors's PRFZ Position: Q3 2026 in Review

Index Fund Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 4,455 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #121.

Index Fund Advisors first reported a position in PRFZ in Q4 2021 and has held it in 7 quarters since. The position peaked at $248K in Q2 2026. 303 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Index Fund Advisors held 4,455 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $233K as of Q3 2026.
Index Fund Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Index Fund Advisors's portfolio in Q3 2026, its #121 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 7 quarters since.
Index Fund Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $248K in Q2 2026.
303 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Index Fund Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.