Wealthfront Advisers’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
13,846
+4,482
| +48% | +$182K | ﹤0.01% | 775 |
|
|
2025
Q1 | $355K | Sell |
9,364
-2,662
| -22% | -$101K | ﹤0.01% | 828 |
|
|
2024
Q4 | $500K | Buy |
12,026
+3,295
| +38% | +$137K | ﹤0.01% | 780 |
|
|
2024
Q3 | $363K | Buy |
8,731
+571
| +7% | +$23.7K | ﹤0.01% | 809 |
|
|
2024
Q2 | $311K | Buy |
8,160
+681
| +9% | +$26K | ﹤0.01% | 804 |
|
|
2024
Q1 | $294K | Buy |
7,479
+597
| +9% | +$23.5K | ﹤0.01% | 806 |
|
|
2023
Q4 | $258K | Buy |
+6,882
| New | +$258K | ﹤0.01% | 813 |
|
|
2021
Q2 | – | Sell |
-3,334
| Closed | -$588K | – | 632 |
|
|
2021
Q1 | $588K | Buy |
3,334
+101
| +3% | +$17.8K | ﹤0.01% | 438 |
|
|
2020
Q4 | $488K | Sell |
3,233
-7
| -0.2% | -$1.06K | ﹤0.01% | 440 |
|
|
2020
Q3 | $379K | Buy |
+3,240
| New | +$379K | ﹤0.01% | 434 |
|