Legacy Financial Group (Iowa)’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 | $602K | Hold |
14,234
| – | – | 0.08% | 68 |
|
|
2025
Q1 | $575K | Sell |
14,234
-235
| -2% | -$9.5K | 0.09% | 65 |
|
|
2024
Q4 | $584K | Hold |
14,469
| – | – | 0.09% | 70 |
|
|
2024
Q3 | $588K | Hold |
14,469
| – | – | 0.11% | 50 |
|
|
2024
Q2 | $549K | Sell |
14,469
-531
| -4% | -$20.2K | 0.11% | 65 |
|
|
2024
Q1 | $577K | Buy |
+15,000
| New | +$577K | 0.12% | 62 |
|
|
2023
Q4 | – | Sell |
-15,185
| Closed | -$483K | – | 391 |
|
|
2023
Q3 | $483K | Buy |
+15,185
| New | +$483K | 0.11% | 62 |
|