AWM
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Aspire Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Aspire Wealth Management’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
2024
Q3 		$120K Buy
2,038
+2
+0.1% +$113 0.06% 118
2024
Q2 		$113K Buy
2,036
+1
+0% +$54 0.06% 117
2024
Q1 		$109K Buy
2,035
+2
+0.1% +$102 0.07% 118
2023
Q4 		$98.2K Buy
2,033
+4
+0.2% +$180 0.07% 111
2023
Q3 		$87.9K Hold
2,029
– – 0.07% 109
2023
Q2 		$90.4K Buy
2,029
+2
+0.1% +$84 0.07% 111
2023
Q1 		$84K Sell
2,027
-19
-0.9% -$773 0.07% 116
2022
Q4 		$79.8K Buy
2,046
+20
+1% +$782 0.07% 114
2022
Q3 		$73K Hold
2,026
– – 0.07% 105
2022
Q2 		$77K Buy
2,026
+8
+0.4% +$329 0.07% 111
2022
Q1 		$90K Buy
2,018
+8
+0.4% +$351 0.07% 103
2021
Q4 		$94K Buy
+2,010
New +$89.9K 0.08% 108

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PL
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspire Wealth Management's LRGF Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 0.1% in Q3 2024, buying an estimated $113 and bringing the position to 2,038 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #118.

Aspire Wealth Management first reported a position in LRGF in Q4 2021 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold LRGF as of Q3 2024.

  • Aspire Wealth Management held 2,038 shares of iShares US Equity Factor ETF worth $120K as of Q3 2024.
  • Aspire Wealth Management bought 2 iShares US Equity Factor ETF shares in Q3 2024, an estimated $113.
  • iShares US Equity Factor ETF made up 0.06% of Aspire Wealth Management's portfolio in Q3 2024, its #118 holding.
  • Aspire Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 12 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.