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

Lyell 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
2025 Q3	$308K	Hold
2025 Q2	$275K	Hold
2025 Q1	$256K	Hold
2024 Q4	$282K	Hold
2024 Q3	$281K	Hold
2024 Q2	$258K	Buy