SHFA
SC&H Financial Advisors’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 | $607K | Sell |
14,371
-3,172
| -18% | -$134K | 0.1% | 85 |
|
|
2025
Q1 | $709K | Sell |
17,543
-2,545
| -13% | -$103K | 0.14% | 79 |
|
|
2024
Q4 | $810K | Sell |
20,088
-179
| -0.9% | -$7.22K | 0.17% | 73 |
|
|
2024
Q3 | $823K | Buy |
20,267
+54
| +0.3% | +$2.19K | 0.18% | 72 |
|
|
2024
Q2 | $767K | Buy |
20,213
+53
| +0.3% | +$2.01K | 0.19% | 72 |
|
|
2024
Q1 | $776K | Buy |
20,160
+49
| +0.2% | +$1.89K | 0.2% | 72 |
|
|
2023
Q4 | $708K | Buy |
20,111
+59
| +0.3% | +$2.08K | 0.2% | 70 |
|
|
2023
Q3 | $638K | Buy |
20,052
+16,053
| +401% | +$511K | 0.21% | 74 |
|
|
2023
Q2 | $654K | Buy |
3,999
+10
| +0.3% | +$1.64K | 0.22% | 78 |
|
|
2023
Q1 | $625K | Sell |
3,989
-39
| -1% | -$6.12K | 0.23% | 76 |
|
|
2022
Q4 | $625K | Buy |
4,028
+12
| +0.3% | +$1.86K | 0.26% | 75 |
|
|
2022
Q3 | $557K | Buy |
4,016
+5
| +0.1% | +$693 | 0.28% | 71 |
|
|
2022
Q2 | $594K | Buy |
4,011
+113
| +3% | +$16.7K | 0.28% | 73 |
|
|
2022
Q1 | $666K | Buy |
+3,898
| New | +$666K | 0.32% | 65 |
|