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LRGF icon

BOK Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

BOK Financial’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
Q1 		– Sell
-10,604
Closed -$414K – 1220
2022
Q4 		$414K Hold
10,604
– – 0.01% 713
2022
Q3 		$384K Buy
10,604
+711
+7% +$28.5K 0.01% 709
2022
Q2 		$375K Buy
9,893
+940
+10% +$38.6K 0.01% 730
2022
Q1 		$398K Hold
8,953
– – 0.01% 778
2021
Q4 		$416K Hold
8,953
– – 0.01% 750
2021
Q3 		$377K Buy
+8,953
New +$392K 0.01% 767
2021
Q1 		$347K Hold
8,528
– – 0.01% 754
2020
Q4 		$321K Hold
8,528
– – 0.01% 754
2020
Q3 		$284K Hold
8,528
– – 0.01% 733
2020
Q2 		$265K Buy
8,528
+953
+13% +$28.3K 0.01% 753
2020
Q1 		$200K Sell
7,575
-1,955
-21% -$63K 0.01% 765
2019
Q4 		$329K Hold
9,530
– – 0.01% 779
2019
Q3 		$305K Hold
9,530
– – 0.01% 777
2019
Q2 		$302K Hold
9,530
– – 0.01% 777
2019
Q1 		$295K Hold
9,530
– – 0.01% 784
2018
Q4 		$265K Buy
+9,530
New +$293K 0.01% 763

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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
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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial's LRGF Position: Q1 2023 in Review

BOK Financial sold out of iShares US Equity Factor ETF (LRGF) in Q1 2023, closing a stake of 10,604 shares — an estimated $414K sold.

BOK Financial first reported a position in LRGF in Q4 2018 and held it in 16 quarters. The position peaked at $416K in Q4 2021. 149 funds tracked by Wall St. Rank hold LRGF as of Q1 2023.

  • BOK Financial reported no remaining iShares US Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 10,604 iShares US Equity Factor ETF shares in Q1 2023, an estimated $414K.
  • BOK Financial first reported a position in iShares US Equity Factor ETF in Q4 2018 and held it in 16 quarters.
  • BOK Financial's iShares US Equity Factor ETF position peaked at $416K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.