Ergawealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
5,082
-1,493
| -23% | -$95.8K | 0.15% | 53 |
|
|
2025
Q1 | $381K | Sell |
6,575
-91
| -1% | -$5.27K | 0.19% | 46 |
|
|
2024
Q4 | $402K | Sell |
6,666
-738
| -10% | -$44.5K | 0.2% | 47 |
|
|
2024
Q3 | $435K | Hold |
7,404
| – | – | 0.22% | 44 |
|
|
2024
Q2 | $412K | Sell |
7,404
-1
| -0% | -$56 | 0.22% | 43 |
|
|
2024
Q1 | $398K | Sell |
7,405
-2,617
| -26% | -$141K | 0.22% | 40 |
|
|
2023
Q4 | $484K | Sell |
10,022
-9
| -0.1% | -$435 | 0.3% | 28 |
|
|
2023
Q3 | $435K | Buy |
10,031
+1,509
| +18% | +$65.4K | 0.3% | 27 |
|
|
2023
Q2 | $380K | Buy |
8,522
+8
| +0.1% | +$356 | 0.26% | 29 |
|
|
2023
Q1 | $353K | Sell |
8,514
-693
| -8% | -$28.7K | 0.29% | 29 |
|
|
2022
Q4 | $359K | Buy |
+9,207
| New | +$359K | 0.33% | 32 |
|