IFWM
Institute for Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
61,415
-399
| -0.6% | -$16.9K | 0.29% | 73 |
|
|
2025
Q1 | $2.5M | Sell |
61,814
-537
| -0.9% | -$21.7K | 0.32% | 68 |
|
|
2024
Q4 | $2.52M | Sell |
62,351
-164
| -0.3% | -$6.62K | 0.32% | 67 |
|
|
2024
Q3 | $2.54M | Sell |
62,515
-24
| -0% | -$975 | 0.32% | 66 |
|
|
2024
Q2 | $2.37M | Sell |
62,539
-131
| -0.2% | -$4.97K | 0.32% | 67 |
|
|
2024
Q1 | $2.41M | Sell |
62,670
-307
| -0.5% | -$11.8K | 0.31% | 65 |
|
|
2023
Q4 | $2.22M | Sell |
62,977
-3,724
| -6% | -$131K | 0.36% | 61 |
|
|
2023
Q3 | $2.12M | Buy |
66,701
+53,310
| +398% | +$1.7M | 0.38% | 58 |
|
|
2023
Q2 | $2.19M | Buy |
13,391
+1
| +0% | +$164 | 0.37% | 60 |
|
|
2023
Q1 | $2.1M | Sell |
13,390
-15
| -0.1% | -$2.35K | 0.4% | 57 |
|
|
2022
Q4 | $2.08M | Sell |
13,405
-65
| -0.5% | -$10.1K | 0.44% | 54 |
|
|
2022
Q3 | $1.87M | Sell |
13,470
-79
| -0.6% | -$11K | 0.42% | 57 |
|
|
2022
Q2 | $2.01M | Sell |
13,549
-95
| -0.7% | -$14.1K | 0.39% | 53 |
|
|
2022
Q1 | $2.33M | Sell |
13,644
-69
| -0.5% | -$11.8K | 0.38% | 58 |
|
|
2021
Q4 | $2.36M | Sell |
13,713
-30
| -0.2% | -$5.15K | 0.38% | 62 |
|
|
2021
Q3 | $2.18M | Hold |
13,743
| – | – | 0.38% | 62 |
|
|
2021
Q2 | $2.2M | Sell |
13,743
-78
| -0.6% | -$12.5K | 0.39% | 63 |
|
|
2021
Q1 | $2.1M | Hold |
13,821
| – | – | 0.4% | 62 |
|
|
2020
Q4 | $1.84M | Hold |
13,821
| – | – | 0.37% | 66 |
|
|
2020
Q3 | $1.57M | Sell |
13,821
-261
| -2% | -$29.7K | 0.36% | 65 |
|
|
2020
Q2 | $1.53M | Buy |
14,082
+25
| +0.2% | +$2.71K | 0.37% | 57 |
|
|
2020
Q1 | $1.3M | Sell |
14,057
-174
| -1% | -$16.1K | 0.4% | 56 |
|
|
2019
Q4 | $1.8M | Buy |
14,231
+1
| +0% | +$127 | 0.41% | 51 |
|
|
2019
Q3 | $1.68M | Hold |
14,230
| – | – | 0.42% | 50 |
|
|
2019
Q2 | $1.66M | Sell |
14,230
-516
| -3% | -$60.2K | 0.37% | 63 |
|
|
2019
Q1 | $1.67M | Sell |
14,746
-206
| -1% | -$23.4K | 0.36% | 60 |
|
|
2018
Q4 | $1.52M | Buy |
+14,952
| New | +$1.52M | 0.62% | 40 |
|
|
2018
Q2 | – | Sell |
-20,942
| Closed | -$2.33M | – | 233 |
|
|
2018
Q1 | $2.33M | Sell |
20,942
-6,178
| -23% | -$686K | 0.69% | 30 |
|
|
2017
Q4 | $3.07M | Buy |
27,120
+11,791
| +77% | +$1.34M | 0.71% | 25 |
|
|
2017
Q3 | $1.65M | Buy |
15,329
+328
| +2% | +$35.2K | 0.53% | 54 |
|
|
2017
Q2 | $1.55M | Buy |
+15,001
| New | +$1.55M | 0.43% | 55 |
|