CA
LRGF icon

Crumly & Associates’s iShares US Equity Factor ETF LRGF Stock Holding History

Crumly & 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
2021
Q4 		– Sell
-5,384
Closed -$227K – 113
2021
Q3 		$227K Buy
5,384
+241
+5% +$10.5K 0.11% 97
2021
Q2 		$220K Sell
5,143
-1,801
-26% -$76.2K 0.11% 96
2021
Q1 		$282K Sell
6,944
-773
-10% -$30.4K 0.16% 79
2020
Q4 		$302K Buy
7,717
+533
+7% +$19K 0.21% 53
2020
Q3 		$239K Buy
+7,184
New +$236K 0.2% 49

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crumly & Associates's LRGF Position: Q4 2021 in Review

Crumly & Associates sold out of iShares US Equity Factor ETF (LRGF) in Q4 2021, closing a stake of 5,384 shares — an estimated $227K sold.

Crumly & Associates first reported a position in LRGF in Q3 2020 and held it in 5 quarters. The position peaked at $302K in Q4 2020. 133 funds tracked by Wall St. Rank hold LRGF as of Q4 2021.

  • Crumly & Associates reported no remaining iShares US Equity Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Crumly & Associates sold 5,384 iShares US Equity Factor ETF shares in Q4 2021, an estimated $227K.
  • Crumly & Associates first reported a position in iShares US Equity Factor ETF in Q3 2020 and held it in 5 quarters.
  • Crumly & Associates's iShares US Equity Factor ETF position peaked at $302K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2021.

Based on Crumly & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.