LWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$275K Hold
6,774
– – 0.02% 189
2025
Q1 		$256K Hold
6,774
– – 0.02% 182
2024
Q4 		$282K Hold
6,774
– – 0.03% 175
2024
Q3 		$281K Hold
6,774
– – 0.03% 180
2024
Q2 		$258K Buy
+6,774
New +$258K 0.02% 178