Institute for Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Hold |
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|
2025
Q2 | $913K | Hold |
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|
2025
Q1 | $850K | Hold |
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|
2024
Q4 | $934K | Sell |
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|
2024
Q3 | $941K | Hold |
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|
2024
Q2 | $864K | Hold |
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|
2024
Q1 | $890K | Hold |
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|
2023
Q4 | $849K | Hold |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $788K | Hold |
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|
2023
Q1 | $754K | Hold |
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|
2022
Q4 | $726K | Sell |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $721K | Sell |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $908K | Hold |
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|
2021
Q3 | $864K | Hold |
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|
2021
Q2 | $885K | Sell |
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|
2021
Q1 | $848K | Hold |
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|
2020
Q4 | $726K | Hold |
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|
2020
Q3 | $563K | Hold |
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|
2020
Q2 | $537K | Hold |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $666K | Hold |
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|
2019
Q3 | $618K | Hold |
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|
2019
Q2 | $622K | Hold |
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|
2019
Q1 | $622K | Hold |
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|
2018
Q4 | $554K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $632K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $577K | Buy |
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