EverSource Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
2,359
+7
| +0.3% | +$449 | 0.01% | 991 |
|
|
2025
Q1 | $136K | Buy |
2,352
+6
| +0.3% | +$347 | 0.01% | 795 |
|
|
2024
Q4 | $142K | Buy |
2,346
+6
| +0.3% | +$362 | 0.01% | 798 |
|
|
2024
Q3 | $138K | Buy |
2,340
+7
| +0.3% | +$411 | 0.01% | 687 |
|
|
2024
Q2 | $132K | Sell |
2,333
-313
| -12% | -$17.7K | 0.01% | 703 |
|
|
2024
Q1 | $136K | Sell |
2,646
-567
| -18% | -$29.2K | 0.01% | 610 |
|
|
2023
Q4 | $155K | Buy |
+3,213
| New | +$155K | 0.01% | 500 |
|