Back to Creative Planning Creative Planning

PRFZPRFZ
Showing 8 of 31 quarters

Position history for Creative PlanningCreative Planning's holdings in INV RAFI US 1500 SM-USD INC

Creative Planning holds 163,037 shares of PRFZ (INV RAFI US 1500 SM-USD INC), worth $9.1M as of 2026-Q2. The position was increased (+3.7% shares). PRFZ represents 0.0% of Creative Planning's portfolio.

Current Value

$9.1M

Current Shares

163,037

Total Value Change

+$4.3M

Total Shares Change

+48,660

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
163,037
+3.7%
$9.1M0.0%$55.77
29
2026-Q1
Increased
157,276
+2.8%
$7.2M0.0%$48.10
28
2025-Q4
Increased
153,025
+10.5%
$7M0.0%$46.32
30
2025-Q3
Increased
138,509
+11.3%
$6.3M0.0%$45.33
30
2025-Q2
Decreased
124,433
-0.2%
$5.1M0.0%$40.46
0
2025-Q1
Increased
124,664
+16.2%
$4.7M0.0%$37.65
31
2024-Q4
Decreased
107,286
-6.2%
$4.5M0.0%$41.24
0
2024-Q3
Increased
114,377
+18.4%
$4.8M0.0%$40.86
32

Other major holders of PRFZ: Steward Partners Investment Advisory, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used