IHWM
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Iron Horse Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Iron Horse Wealth Management’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
2021
Q3 		– Sell
-95
Closed -$3K – 232
2021
Q2 		$3K Buy
+95
New +$3.02K ﹤0.01% 153

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WA
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFA
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BWM
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Iron Horse Wealth Management's PRF Position: Q3 2021 in Review

Iron Horse Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2021, closing a stake of 95 shares — an estimated $3K sold.

Iron Horse Wealth Management first reported a position in PRF in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 354 funds tracked by Wall St. Rank hold PRF as of Q3 2021.

  • Iron Horse Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2021 after selling out during the quarter.
  • Iron Horse Wealth Management sold 95 Invesco FTSE RAFI US 1000 ETF shares in Q3 2021, an estimated $3K.
  • Iron Horse Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2021 and held it in 1 quarter.
  • Iron Horse Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $3K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2021.

Based on Iron Horse Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.