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

Mascagni 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 		$226K Sell
5,562
-285
-5% -$11.6K 0.19% 108
2025
Q1 		$221K Hold
5,847
– – 0.22% 106
2024
Q4 		$221K Buy
+5,847
New +$221K 0.22% 106