Institute for Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Institute for Wealth 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	$1.23M	Hold	21,970	–	–	0.11%	174
2026 Q1	$1.01M	Sell	21,970 -470	-2%	-$22.4K	0.11%	196
2025 Q4	$1.03M	Hold	22,440	–	–	0.11%	189
2025 Q3	$1.02M	Hold	22,440	–	–	0.11%	194
2025 Q2	$913K	Hold	22,440	–	–	0.1%	208
2025 Q1	$850K	Hold	22,440	–	–	0.11%	209
2024 Q4	$934K	Sell	22,440 -214	-0.9%	-$9.16K	0.12%	187
2024 Q3	$941K	Hold	22,654	–	–	0.12%	187
2024 Q2	$864K	Hold	22,654	–	–	0.12%	187
2024 Q1	$890K	Hold	22,654	–	–	0.11%	182
2023 Q4	$849K	Hold	22,654	–	–	0.14%	177
2023 Q3	$747K	Sell	22,654 -276	-1%	-$9.6K	0.13%	188
2023 Q2	$788K	Hold	22,930	–	–	0.13%	187
2023 Q1	$754K	Hold	22,930	–	–	0.14%	182
2022 Q4	$726K	Sell	22,930 -220	-1%	-$7.05K	0.15%	192
2022 Q3	$675K	Sell	23,150 -350	-1%	-$11.4K	0.15%	181
2022 Q2	$721K	Sell	23,500 -125	-0.5%	-$4.16K	0.14%	183
2022 Q1	$863K	Sell	23,625 -60	-0.3%	-$2.18K	0.14%	187
2021 Q4	$908K	Hold	23,685	–	–	0.15%	173
2021 Q3	$864K	Hold	23,685	–	–	0.15%	174
2021 Q2	$885K	Sell	23,685 -370	-2%	-$13.6K	0.16%	171
2021 Q1	$848K	Hold	24,055	–	–	0.16%	171
2020 Q4	$726K	Hold	24,055	–	–	0.14%	180
2020 Q3	$563K	Hold	24,055	–	–	0.13%	203
2020 Q2	$537K	Hold	24,055	–	–	0.13%	214
2020 Q1	$430K	Sell	24,055 -305	-1%	-$7.38K	0.13%	209
2019 Q4	$666K	Hold	24,360	–	–	0.15%	204
2019 Q3	$618K	Hold	24,360	–	–	0.16%	196
2019 Q2	$622K	Hold	24,360	–	–	0.14%	222
2019 Q1	$622K	Hold	24,360	–	–	0.14%	205
2018 Q4	$554K	Buy	+24,360	New	+$619K	0.23%	133
2018 Q1	–	Sell	-24,360	Closed	-$632K	–	366
2017 Q4	$632K	Buy	+24,360	New	+$623K	0.15%	190
2017 Q3	–	Sell	-24,360	Closed	-$577K	–	360
2017 Q2	$577K	Buy	+24,360	New	+$569K	0.16%	199

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 $1.32B AUM 23.07% 1-Year Est. Return

Institute for Wealth Management's PRFZ Position: Q2 2026 in Review

Institute for Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 21,970 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #174.

Institute for Wealth Management first reported a position in PRFZ in Q2 2017 and has held it in 33 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Institute for Wealth Management held 21,970 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.23M as of Q2 2026.
Institute for Wealth 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 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #174 holding.
Institute for Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2017 and has held it in 33 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.