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Dean Jacobson Financial Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Dean Jacobson Financial Services’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
Q4 		– Sell
-3,887
Closed -$228K – 15
2024
Q3 		$228K Hold
3,887
– – 0.17% 10
2024
Q2 		$216K Hold
3,887
– – 0.17% 11
2024
Q1 		$209K Buy
+3,887
New +$198K 0.17% 11
2023
Q4 		– Sell
-5,625
Closed -$244K – 15
2023
Q3 		$244K Hold
5,625
– – 0.23% 13
2023
Q2 		$251K Buy
+5,625
New +$237K 0.23% 11

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Dean Jacobson Financial Services's LRGF Position: Q4 2024 in Review

Dean Jacobson Financial Services sold out of iShares US Equity Factor ETF (LRGF) in Q4 2024, closing a stake of 3,887 shares — an estimated $228K sold.

Dean Jacobson Financial Services first reported a position in LRGF in Q2 2023 and held it in 5 quarters. The position peaked at $251K in Q2 2023. 204 funds tracked by Wall St. Rank hold LRGF as of Q4 2024.

  • Dean Jacobson Financial Services reported no remaining iShares US Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 3,887 iShares US Equity Factor ETF shares in Q4 2024, an estimated $228K.
  • Dean Jacobson Financial Services first reported a position in iShares US Equity Factor ETF in Q2 2023 and held it in 5 quarters.
  • Dean Jacobson Financial Services's iShares US Equity Factor ETF position peaked at $251K in Q2 2023.
  • 204 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2024.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.