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

BKM 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
Q1 		– Sell
-2,254
Closed -$109K – 396
2023
Q4 		$109K Buy
+2,254
New +$102K 0.05% 194

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 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
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

BKM Wealth Management's LRGF Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q1 2024, closing a stake of 2,254 shares — an estimated $109K sold.

BKM Wealth Management first reported a position in LRGF in Q4 2023 and held it in 1 quarter. The position peaked at $109K in Q4 2023. 174 funds tracked by Wall St. Rank hold LRGF as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,254 iShares US Equity Factor ETF shares in Q1 2024, an estimated $109K.
  • BKM Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares US Equity Factor ETF position peaked at $109K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.