Beaird Harris Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Beaird Harris 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
2023 Q3	–	Sell	-19	Closed	-$847	–	468
2023 Q2	$847	Hold	19	–	–	﹤0.01%	407
2023 Q1	$788	Buy	+19	New	+$773	﹤0.01%	422

Other funds holding LRGF

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

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

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

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

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

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

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

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

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Beaird Harris Wealth Management's LRGF Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q3 2023, closing a stake of 19 shares — an estimated $847 sold.

Beaird Harris Wealth Management first reported a position in LRGF in Q1 2023 and held it in 2 quarters. The position peaked at $847 in Q2 2023. 155 funds tracked by Wall St. Rank hold LRGF as of Q3 2023.

Beaird Harris Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 19 iShares US Equity Factor ETF shares in Q3 2023, an estimated $847.
Beaird Harris Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2023 and held it in 2 quarters.
Beaird Harris Wealth Management's iShares US Equity Factor ETF position peaked at $847 in Q2 2023.
155 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.