Clearstead Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $105K | Hold |
|
|||||
|
2025
Q2 | $97.9K | Hold |
|
|||||
|
2025
Q1 | $88.4K | Hold |
|
|||||
|
2024
Q4 | $92.2K | Hold |
|
|||||
|
2024
Q3 | $89.7K | Hold |
|
|||||
|
2024
Q2 | $85K | Buy |
|
|||||
|
2024
Q1 | $71.7K | Hold |
|
|||||
|
2023
Q4 | $64.6K | Sell |
|
|||||
|
2023
Q3 | $116K | Buy |
|
|||||
|
2023
Q2 | $59.6K | Hold |
|
|||||
|
2023
Q1 | $55.4K | Hold |
|
|||||
|
2022
Q4 | $52.2K | Hold |
|
|||||
|
2022
Q3 | $48K | Hold |
|
|||||
|
2022
Q2 | $51K | Hold |
|
|||||
|
2022
Q1 | $60K | Hold |
|
|||||
|
2021
Q4 | $62K | Buy |
|