Willow Creek Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Willow Creek 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
2025 Q3	$715K	Hold	15,805	–	–	0.06%	90
2025 Q2	$668K	Hold	15,805	–	–	0.06%	84
2025 Q1	$639K	Hold	15,805	–	–	0.06%	82
2024 Q4	$638K	Hold	15,805	–	–	0.07%	78
2024 Q3	$642K	Hold	15,805	–	–	0.07%	78
2024 Q2	$600K	Hold	15,805	–	–	0.07%	76
2024 Q1	$608K	Hold	15,805	–	–	0.07%	76
2023 Q4	$556K	Hold	15,805	–	–	0.07%	77
2023 Q3	$503K	Hold	15,805	–	–	0.07%	78
2023 Q2	$517K	Hold	15,805	–	–	0.07%	82
2023 Q1	$496K	Hold	15,805	–	–	0.08%	76
2022 Q4	$490K	Buy	+15,805	New	+$486K	0.08%	73

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Willow Creek Wealth Management's PRF Position: Q3 2025 in Review

Willow Creek Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2025 at 15,805 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #90.

Willow Creek Wealth Management first reported a position in PRF in Q4 2022 and has held it in 12 quarters since. 538 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

Willow Creek Wealth Management held 15,805 shares of Invesco FTSE RAFI US 1000 ETF worth $715K as of Q3 2025.
Willow Creek Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2025.
Invesco FTSE RAFI US 1000 ETF made up 0.06% of Willow Creek Wealth Management's portfolio in Q3 2025, its #90 holding.
Willow Creek Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 12 quarters since.
538 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.