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Central Pacific Bank - Trust Division’s iShares US Equity Factor ETF LRGF Stock Holding History

Central Pacific Bank - Trust Division’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
Q4 		– Sell
-481
Closed -$28.3K – 905
2024
Q3 		$28.3K Hold
481
– – ﹤0.01% 682
2024
Q2 		$26.8K Buy
+481
New +$25.8K ﹤0.01% 762

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HHGA
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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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Central Pacific Bank - Trust Division's LRGF Position: Q4 2024 in Review

Central Pacific Bank - Trust Division sold out of iShares US Equity Factor ETF (LRGF) in Q4 2024, closing a stake of 481 shares — an estimated $28.3K sold.

Central Pacific Bank - Trust Division first reported a position in LRGF in Q2 2024 and held it in 2 quarters. The position peaked at $28.3K in Q3 2024. 204 funds tracked by Wall St. Rank hold LRGF as of Q4 2024.

  • Central Pacific Bank - Trust Division reported no remaining iShares US Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Central Pacific Bank - Trust Division sold 481 iShares US Equity Factor ETF shares in Q4 2024, an estimated $28.3K.
  • Central Pacific Bank - Trust Division first reported a position in iShares US Equity Factor ETF in Q2 2024 and held it in 2 quarters.
  • Central Pacific Bank - Trust Division's iShares US Equity Factor ETF position peaked at $28.3K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2024.

Based on Central Pacific Bank - Trust Division's 13F filing for Q4 2024, filed 3 Jan 2025.