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Indiana Trust & Investment Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Indiana Trust & Investment Management’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 		$109K Hold
2,380
– – 0.03% 220
2025
Q4 		$109K Hold
2,380
– – 0.03% 218
2025
Q3 		$108K Hold
2,380
– – 0.03% 224
2025
Q2 		$96.8K Hold
2,380
– – 0.03% 234
2025
Q1 		$90.1K Hold
2,380
– – 0.03% 231
2024
Q4 		$99K Hold
2,380
– – 0.03% 225
2024
Q3 		$98.9K Hold
2,380
– – 0.03% 233
2024
Q2 		$90.8K Hold
2,380
– – 0.03% 231
2024
Q1 		$93.5K Hold
2,380
– – 0.04% 226
2023
Q4 		$89.2K Hold
2,380
– – 0.04% 214
2023
Q3 		$78.5K Buy
+2,380
New +$82.8K 0.04% 218

Other funds holding PRFZ

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Morgan Stanley
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WA
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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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