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 Q2	$133K	Hold	2,380	–	–	0.04%	213
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

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 $1.36B AUM 14.31% 1-Year Est. Return

Indiana Trust & Investment Management's PRFZ Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 2,380 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #213.

Indiana Trust & Investment Management first reported a position in PRFZ in Q3 2023 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Indiana Trust & Investment Management held 2,380 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $133K as of Q2 2026.
Indiana Trust & Investment Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.04% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #213 holding.
Indiana Trust & Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and has held it in 12 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.