Creative Planning’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
$1.53M Buy
2025
Q2
$1.35M Sell
2025
Q1
$1.24M Buy
2024
Q4
$1.27M Buy
2024
Q3
$1.18M Buy
2024
Q2
$1.11M Buy
2024
Q1
$1.07M Buy
2023
Q4
$954K Sell
2023
Q3
$865K Buy
2023
Q2
$880K Sell
2023
Q1
$819K Buy
2022
Q4
$743K Buy
2022
Q2
Sell
2022
Q1
$209K Sell
2021
Q4
$223K Buy
2021
Q3
Sell
2021
Q2
$201K Buy