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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Index Fund Advisors's PRFZ Position: Q1 2026 in Review

Index Fund Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.47% in Q1 2026, buying an estimated $1K and bringing the position to 4,476 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #127.

Index Fund Advisors first reported a position in PRFZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $220K in Q4 2021. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Index Fund Advisors held 4,476 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $205K as of Q1 2026.
  • Index Fund Advisors bought 21 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $1K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Index Fund Advisors's portfolio in Q1 2026, its #127 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 5 quarters since.
  • Index Fund Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $220K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.