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Cypress Capital’s iShares US Equity Factor ETF LRGF Stock Holding History

Cypress Capital’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
2022
Q2 		– Sell
-4,892
Closed -$218K – 193
2022
Q1 		$218K Hold
4,892
– – 0.03% 195
2021
Q4 		$228K Buy
+4,892
New +$219K 0.03% 187

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
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
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Capital's LRGF Position: Q2 2022 in Review

Cypress Capital sold out of iShares US Equity Factor ETF (LRGF) in Q2 2022, closing a stake of 4,892 shares — an estimated $218K sold.

Cypress Capital first reported a position in LRGF in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 141 funds tracked by Wall St. Rank hold LRGF as of Q2 2022.

  • Cypress Capital reported no remaining iShares US Equity Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Cypress Capital sold 4,892 iShares US Equity Factor ETF shares in Q2 2022, an estimated $218K.
  • Cypress Capital first reported a position in iShares US Equity Factor ETF in Q4 2021 and held it in 2 quarters.
  • Cypress Capital's iShares US Equity Factor ETF position peaked at $228K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2022.

Based on Cypress Capital's 13F filing for Q2 2022, filed 4 Aug 2022.