DI
LRGF icon

Disciplined Investments’s iShares US Equity Factor ETF LRGF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-120
Closed -$5.35K – 925
2023
Q2 		$5.35K Buy
+120
New +$5.06K ﹤0.01% 406

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
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Disciplined Investments's LRGF Position: Q3 2023 in Review

Disciplined Investments sold out of iShares US Equity Factor ETF (LRGF) in Q3 2023, closing a stake of 120 shares — an estimated $5.35K sold.

Disciplined Investments first reported a position in LRGF in Q2 2023 and held it in 1 quarter. The position peaked at $5.35K in Q2 2023. 155 funds tracked by Wall St. Rank hold LRGF as of Q3 2023.

  • Disciplined Investments reported no remaining iShares US Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 120 iShares US Equity Factor ETF shares in Q3 2023, an estimated $5.35K.
  • Disciplined Investments first reported a position in iShares US Equity Factor ETF in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's iShares US Equity Factor ETF position peaked at $5.35K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.