Investment Research & Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Investment Research & Advisory Group’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$174K	Buy	3,216 +1,083	+51%	+$56.4K	0.05%	82
2026 Q1	$101K	Buy	2,133 +1,255	+143%	+$61K	0.04%	96
2025 Q4	$41.2K	Buy	878 +747	+570%	+$34.4K	0.01%	130
2025 Q3	$5.94K	Buy	131 +6	+5%	+$262	﹤0.01%	198
2025 Q2	$5.32K	Buy	125 +65	+108%	+$2.6K	﹤0.01%	193
2025 Q1	$2.44K	Buy	+60	New	+$2.48K	﹤0.01%	217

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Investment Research & Advisory Group's PRF Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 51% in Q2 2026, buying an estimated $56.4K and bringing the position to 3,216 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #82.

Investment Research & Advisory Group first reported a position in PRF in Q1 2025 and has held it in 6 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Investment Research & Advisory Group held 3,216 shares of Invesco FTSE RAFI US 1000 ETF worth $174K as of Q2 2026.
Investment Research & Advisory Group bought 1,083 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $56.4K.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Investment Research & Advisory Group's portfolio in Q2 2026, its #82 holding.
Investment Research & Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and has held it in 6 quarters since.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.