Sheets Smith Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sheets Smith Wealth Management’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.43M	Sell	44,883 -26	-0.1%	-$1.35K	0.24%	92
2026 Q1	$2.13M	Buy	44,909 +55	+0.1%	+$2.67K	0.24%	99
2025 Q4	$2.1M	Buy	44,854 +491	+1%	+$22.6K	0.23%	96
2025 Q3	$2.01M	Sell	44,363 -823	-2%	-$36K	0.23%	95
2025 Q2	$1.91M	Sell	45,186 -2,395	-5%	-$95.7K	0.22%	97
2025 Q1	$1.92M	Sell	47,581 -127	-0.3%	-$5.24K	0.24%	94
2024 Q4	$1.92M	Sell	47,708 -15,472	-24%	-$639K	0.23%	101
2024 Q3	$2.57M	Sell	63,180 -1,060	-2%	-$41.6K	0.31%	75
2024 Q2	$2.44M	Buy	64,240 +98	+0.2%	+$3.69K	0.29%	84
2024 Q1	$2.47M	Buy	64,142 +102	+0.2%	+$3.7K	0.28%	85
2023 Q4	$2.25M	Buy	64,040 +451	+0.7%	+$14.8K	0.32%	79
2023 Q3	$2.02M	Sell	63,589 -31	-0%	-$1.02K	0.31%	80
2023 Q2	$2.08M	Sell	63,620 -1,000	-2%	-$31.6K	0.3%	81
2023 Q1	$2.03M	Buy	64,620 +1,325	+2%	+$42K	0.31%	80
2022 Q4	$1.96M	Buy	63,295 +565	+0.9%	+$17.4K	0.31%	82
2022 Q3	$1.74M	Buy	62,730 +560	+0.9%	+$17.2K	0.29%	83
2022 Q2	$1.84M	Buy	62,170 +760	+1%	+$24.4K	0.3%	80
2022 Q1	$2.1M	Buy	61,410 +2,705	+5%	+$91.5K	0.29%	82
2021 Q4	$2.02M	Sell	58,705 -1,285	-2%	-$43K	0.25%	95
2021 Q3	$1.9M	Buy	59,990 +2,095	+4%	+$67.7K	0.26%	96
2021 Q2	$1.86M	Sell	57,895 -24,770	-30%	-$789K	0.25%	95
2021 Q1	$2.51M	Buy	82,665 +24,040	+41%	+$690K	0.37%	74
2020 Q4	$1.56M	Sell	58,625 -5,845	-9%	-$146K	0.24%	102
2020 Q3	$1.47M	Sell	64,470 -3,945	-6%	-$90.3K	0.26%	95
2020 Q2	$1.48M	Sell	68,415 -52,850	-44%	-$1.1M	0.3%	82
2020 Q1	$2.24M	Sell	121,265 -5,060	-4%	-$117K	0.47%	50
2019 Q4	$3.2M	Sell	126,325 -10,705	-8%	-$261K	0.61%	48
2019 Q3	$3.23M	Sell	137,030 -2,370	-2%	-$55.3K	0.66%	44
2019 Q2	$3.25M	Sell	139,400 -14,510	-9%	-$334K	0.67%	39
2019 Q1	$3.49M	Buy	153,910 +2,530	+2%	+$55.8K	0.76%	32
2018 Q4	$3.08M	Sell	151,380 -15,795	-9%	-$350K	0.83%	29
2018 Q3	$3.97M	Sell	167,175 -3,930	-2%	-$92.2K	0.82%	27
2018 Q2	$3.85M	Buy	171,105 +1,785	+1%	+$40.2K	0.9%	29
2018 Q1	$3.73M	Buy	169,320 +33,955	+25%	+$777K	0.9%	27
2017 Q4	$3.08M	Buy	135,365 +5,140	+4%	+$113K	0.72%	33
2017 Q3	$2.79M	Buy	130,225 +395	+0.3%	+$8.27K	0.7%	37
2017 Q2	$2.68M	Buy	129,830 +4,320	+3%	+$88.8K	0.71%	39
2017 Q1	$2.57M	Sell	125,510 -965	-0.8%	-$19.7K	0.68%	38
2016 Q4	$2.52M	Sell	126,475 -3,495	-3%	-$67.1K	0.71%	39
2016 Q3	$2.43M	Buy	129,970 +2,055	+2%	+$38.3K	0.69%	41
2016 Q2	$2.32M	Buy	127,915 +4,630	+4%	+$83K	0.67%	39
2016 Q1	$2.17M	Sell	123,285 -405	-0.3%	-$6.75K	0.67%	42
2015 Q4	$2.15M	Sell	123,690 -285,065	-70%	-$5.02M	0.65%	43
2015 Q3	$6.78M	Sell	408,755 -183,100	-31%	-$3.22M	2.29%	5
2015 Q2	$10.7M	Sell	591,855 -134,375	-19%	-$2.5M	2.93%	3
2015 Q1	$13.3M	Buy	726,230 +265,690	+58%	+$4.84M	3.66%	2
2014 Q4	$8.42M	Buy	460,540 +372,755	+425%	+$6.66M	2.2%	7
2014 Q3	$1.54M	Sell	87,785 -3,175	-3%	-$56.4K	0.42%	72
2014 Q2	$1.61M	Buy	90,960 +250	+0.3%	+$4.3K	0.43%	64
2014 Q1	$1.54M	Buy	90,710 +26,935	+42%	+$443K	0.43%	61
2013 Q4	$1.06M	Buy	63,775 +5,750	+10%	+$91.5K	0.29%	87
2013 Q3	$876K	Buy	58,025 +1,320	+2%	+$19.9K	0.28%	95
2013 Q2	$817K	Buy	+56,705	New	+$818K	0.28%	97