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

Carroll Financial Associates’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
2020
Q3 		– Sell
-16,737
Closed -$520K – 1590
2020
Q2 		$520K Buy
+16,737
New +$497K 0.04% 211

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CCA
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PFM
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NAM
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BWCS
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Carroll Financial Associates's LRGF Position: Q3 2020 in Review

Carroll Financial Associates sold out of iShares US Equity Factor ETF (LRGF) in Q3 2020, closing a stake of 16,737 shares — an estimated $520K sold.

Carroll Financial Associates first reported a position in LRGF in Q2 2020 and held it in 1 quarter. The position peaked at $520K in Q2 2020. 113 funds tracked by Wall St. Rank hold LRGF as of Q3 2020.

  • Carroll Financial Associates reported no remaining iShares US Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 16,737 iShares US Equity Factor ETF shares in Q3 2020, an estimated $520K.
  • Carroll Financial Associates first reported a position in iShares US Equity Factor ETF in Q2 2020 and held it in 1 quarter.
  • Carroll Financial Associates's iShares US Equity Factor ETF position peaked at $520K in Q2 2020.
  • 113 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.