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Cetera Advisor Networks’s iShares US Equity Factor ETF LRGF Stock Holding History

Cetera Advisor Networks’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 		$762K Sell
14,166
-2,158
-13% -$110K ﹤0.01% 1642
2023
Q4 		$788K Sell
16,324
-47
-0.3% -$2.12K ﹤0.01% 1536
2023
Q3 		$709K Buy
16,371
+69
+0.4% +$3.09K ﹤0.01% 1515
2023
Q2 		$726K Sell
16,302
-808
-5% -$34.1K 0.01% 1463
2023
Q1 		$709K Sell
17,110
-2,005
-10% -$81.5K 0.01% 1455
2022
Q4 		$746K Buy
19,115
+4,157
+28% +$163K 0.01% 1363
2022
Q3 		$542K Buy
14,958
+4,287
+40% +$172K 0.01% 1232
2022
Q2 		$404K Sell
10,671
-130
-1% -$5.34K 0.01% 1420
2022
Q1 		$480K Buy
+10,801
New +$474K 0.01% 1323
2020
Q3 		– Sell
-3,587
Closed -$111K – 2256
2020
Q2 		$111K Buy
+3,587
New +$106K ﹤0.01% 1441
2018
Q4 		– Sell
-30,385
Closed -$1.02M – 1097
2018
Q3 		$1.02M Buy
30,385
+3,605
+13% +$120K 0.04% 386
2018
Q2 		$856K Buy
+26,780
New +$864K 0.04% 332

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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 $617B AUM 30.33% 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 $1.1B AUM 21.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Cetera Advisor Networks's LRGF Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares US Equity Factor ETF (LRGF) stake by 13% in Q1 2024, selling an estimated $110K and leaving 14,166 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Cetera Advisor Networks first reported a position in LRGF in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2018. 175 funds tracked by Wall St. Rank hold LRGF as of Q1 2024.

  • Cetera Advisor Networks held 14,166 shares of iShares US Equity Factor ETF worth $762K as of Q1 2024.
  • Cetera Advisor Networks sold 2,158 iShares US Equity Factor ETF shares in Q1 2024, an estimated $110K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1642 holding.
  • Cetera Advisor Networks first reported a position in iShares US Equity Factor ETF in Q2 2018 and has held it in 12 quarters since.
  • Cetera Advisor Networks's iShares US Equity Factor ETF position peaked at $1.02M in Q3 2018.
  • 175 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.