American Portfolios Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

American Portfolios Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$56K	Buy	1,547 +1,397	+931%	+$56.1K	﹤0.01%	1631
2022 Q2	$5.68K	Hold	150	–	–	﹤0.01%	2785
2022 Q1	$6.67K	Hold	150	–	–	﹤0.01%	2850
2021 Q4	$6.98K	Hold	150	–	–	﹤0.01%	2769
2021 Q3	$6.32K	Hold	150	–	–	﹤0.01%	2752
2021 Q2	$6.42K	Hold	150	–	–	﹤0.01%	2717
2021 Q1	$6.1K	Hold	150	–	–	﹤0.01%	2623
2020 Q4	$5.65K	Hold	150	–	–	﹤0.01%	2359
2020 Q3	$4.98K	Hold	150	–	–	﹤0.01%	2290
2020 Q2	$4.66K	Hold	150	–	–	﹤0.01%	2276
2020 Q1	$3.97K	Hold	150	–	–	﹤0.01%	2190
2019 Q4	$5.17K	Hold	150	–	–	﹤0.01%	2265
2019 Q3	$4.79K	Sell	150 -219	-59%	-$6.96K	﹤0.01%	2214
2019 Q2	$11.7K	Hold	369	–	–	﹤0.01%	1855
2019 Q1	$11.4K	Hold	369	–	–	﹤0.01%	1781
2018 Q4	$10.3K	Sell	369 -235	-39%	-$7.23K	﹤0.01%	1612
2018 Q3	$20.3K	Hold	604	–	–	﹤0.01%	1483
2018 Q2	$19.3K	Buy	604 +454	+303%	+$14.7K	﹤0.01%	1468
2018 Q1	$4.72K	Hold	150	–	–	﹤0.01%	1898
2017 Q4	$4.77K	Buy	+150	New	+$4.68K	﹤0.01%	1857

Other funds holding LRGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's LRGF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 931% in Q3 2022, buying an estimated $56.1K and bringing the position to 1,547 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

American Portfolios Advisors first reported a position in LRGF in Q4 2017 and has held it in 20 quarters since. 148 funds tracked by Wall St. Rank hold LRGF as of Q3 2022.

American Portfolios Advisors held 1,547 shares of iShares US Equity Factor ETF worth $56K as of Q3 2022.
American Portfolios Advisors bought 1,397 iShares US Equity Factor ETF shares in Q3 2022, an estimated $56.1K.
iShares US Equity Factor ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1631 holding.
American Portfolios Advisors first reported a position in iShares US Equity Factor ETF in Q4 2017 and has held it in 20 quarters since.
148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.