Institute for Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.21M | Buy |
59,446
+1
| +0% | +$52 | 0.28% | 71 |
|
|
2026
Q1 | $2.83M | Sell |
59,445
-505
| -0.8% | -$24.5K | 0.3% | 74 |
|
|
2025
Q4 | $2.81M | Sell |
59,950
-867
| -1% | -$39.9K | 0.3% | 69 |
|
|
2025
Q3 | $2.75M | Sell |
60,817
-598
| -1% | -$26.1K | 0.29% | 69 |
|
|
2025
Q2 | $2.6M | Sell |
61,415
-399
| -0.6% | -$15.9K | 0.29% | 73 |
|
|
2025
Q1 | $2.5M | Sell |
61,814
-537
| -0.9% | -$22.2K | 0.32% | 68 |
|
|
2024
Q4 | $2.52M | Sell |
62,351
-164
| -0.3% | -$6.78K | 0.32% | 67 |
|
|
2024
Q3 | $2.54M | Sell |
62,515
-24
| -0% | -$941 | 0.32% | 66 |
|
|
2024
Q2 | $2.37M | Sell |
62,539
-131
| -0.2% | -$4.94K | 0.32% | 67 |
|
|
2024
Q1 | $2.41M | Sell |
62,670
-307
| -0.5% | -$11.2K | 0.31% | 65 |
|
|
2023
Q4 | $2.22M | Sell |
62,977
-3,724
| -6% | -$122K | 0.36% | 61 |
|
|
2023
Q3 | $2.12M | Sell |
66,701
-254
| -0.4% | -$8.38K | 0.38% | 58 |
|
|
2023
Q2 | $2.19M | Buy |
66,955
+5
| +0% | +$158 | 0.37% | 66 |
|
|
2023
Q1 | $2.1M | Sell |
66,950
-75
| -0.1% | -$2.38K | 0.4% | 59 |
|
|
2022
Q4 | $2.08M | Sell |
67,025
-325
| -0.5% | -$10K | 0.44% | 54 |
|
|
2022
Q3 | $1.87M | Sell |
67,350
-395
| -0.6% | -$12.1K | 0.42% | 57 |
|
|
2022
Q2 | $2.01M | Sell |
67,745
-475
| -0.7% | -$15.3K | 0.39% | 54 |
|
|
2022
Q1 | $2.33M | Sell |
68,220
-345
| -0.5% | -$11.7K | 0.38% | 59 |
|
|
2021
Q4 | $2.35M | Sell |
68,565
-150
| -0.2% | -$5.02K | 0.38% | 62 |
|
|
2021
Q3 | $2.18M | Hold |
68,715
| – | – | 0.38% | 62 |
|
|
2021
Q2 | $2.2M | Sell |
68,715
-390
| -0.6% | -$12.4K | 0.39% | 63 |
|
|
2021
Q1 | $2.1M | Hold |
69,105
| – | – | 0.4% | 62 |
|
|
2020
Q4 | $1.84M | Hold |
69,105
| – | – | 0.37% | 66 |
|
|
2020
Q3 | $1.57M | Sell |
69,105
-1,305
| -2% | -$29.9K | 0.36% | 66 |
|
|
2020
Q2 | $1.52M | Buy |
70,410
+125
| +0.2% | +$2.6K | 0.37% | 57 |
|
|
2020
Q1 | $1.3M | Sell |
70,285
-870
| -1% | -$20.2K | 0.4% | 59 |
|
|
2019
Q4 | $1.8M | Buy |
71,155
+5
| +0% | +$122 | 0.41% | 51 |
|
|
2019
Q3 | $1.68M | Hold |
71,150
| – | – | 0.42% | 50 |
|
|
2019
Q2 | $1.66M | Sell |
71,150
-2,580
| -3% | -$59.3K | 0.37% | 63 |
|
|
2019
Q1 | $1.67M | Sell |
73,730
-1,030
| -1% | -$22.7K | 0.36% | 60 |
|
|
2018
Q4 | $1.52M | Buy |
+74,760
| New | +$1.66M | 0.62% | 40 |
|
|
2018
Q2 | – | Sell |
-104,710
| Closed | -$2.33M | – | 238 |
|
|
2018
Q1 | $2.33M | Sell |
104,710
-30,890
| -23% | -$706K | 0.69% | 30 |
|
|
2017
Q4 | $3.07M | Buy |
135,600
+58,955
| +77% | +$1.3M | 0.71% | 25 |
|
|
2017
Q3 | $1.65M | Buy |
76,645
+1,640
| +2% | +$34.3K | 0.53% | 54 |
|
|
2017
Q2 | $1.55M | Buy |
+75,005
| New | +$1.54M | 0.43% | 55 |
|
Other funds holding PRF
WA
DADC
Institute for Wealth Management's PRF Position: Q2 2026 in Review
Institute for Wealth Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0% in Q2 2026, buying an estimated $52 and bringing the position to 59,446 shares worth $3.21M. The position accounts for 0.28% of the portfolio, ranked #71.
Institute for Wealth Management first reported a position in PRF in Q2 2017 and has held it in 35 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.
- Institute for Wealth Management held 59,446 shares of Invesco FTSE RAFI US 1000 ETF worth $3.21M as of Q2 2026.
- Institute for Wealth Management bought 1 Invesco FTSE RAFI US 1000 ETF share in Q2 2026, an estimated $52.
- Invesco FTSE RAFI US 1000 ETF made up 0.28% of Institute for Wealth Management's portfolio in Q2 2026, its #71 holding.
- Institute for Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2017 and has held it in 35 quarters since.
- 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.