Baron Silver Stevens Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $775K | Hold |
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|
2025
Q2 | $719K | Buy |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $22 | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $468K | Buy |
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|
2021
Q2 | $275K | Buy |
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