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Baldwin Wealth Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-350
Closed -$20.6K – 683
2024
Q3 		$20.6K Hold
350
– – ﹤0.01% 690
2024
Q2 		$19.5K Hold
350
– – ﹤0.01% 465
2024
Q1 		$18.8K Hold
350
– – ﹤0.01% 498
2023
Q4 		$16.9K Hold
350
– – ﹤0.01% 522
2023
Q3 		$15.2K Hold
350
– – ﹤0.01% 540
2023
Q2 		$15.6K Hold
350
– – ﹤0.01% 561
2023
Q1 		$14.5K Sell
350
-408
-54% -$16.6K ﹤0.01% 581
2022
Q4 		$29.6K Hold
758
– – ﹤0.01% 494
2022
Q3 		$28K Hold
758
– – ﹤0.01% 407
2022
Q2 		$29K Buy
758
+408
+117% +$16.8K ﹤0.01% 430
2022
Q1 		$16K Buy
+350
New +$15.4K ﹤0.01% 499

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 $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Baldwin Wealth Partners's LRGF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares US Equity Factor ETF (LRGF) in Q4 2024, closing a stake of 350 shares — an estimated $20.6K sold.

Baldwin Wealth Partners first reported a position in LRGF in Q1 2022 and held it in 11 quarters. The position peaked at $29.6K in Q4 2022. 204 funds tracked by Wall St. Rank hold LRGF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares US Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 350 iShares US Equity Factor ETF shares in Q4 2024, an estimated $20.6K.
  • Baldwin Wealth Partners first reported a position in iShares US Equity Factor ETF in Q1 2022 and held it in 11 quarters.
  • Baldwin Wealth Partners's iShares US Equity Factor ETF position peaked at $29.6K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.