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GeoWealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-16,530
Closed -$889K – 913
2024
Q1 		$889K Buy
+16,530
New +$840K 0.03% 320
2023
Q4 		– Sell
-16,903
Closed -$732K – 705
2023
Q3 		$732K Buy
+16,903
New +$758K 0.08% 172

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 $2.07B AUM 19% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

GeoWealth Management's LRGF Position: Q2 2024 in Review

GeoWealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2024, closing a stake of 16,530 shares — an estimated $889K sold.

GeoWealth Management first reported a position in LRGF in Q3 2023 and held it in 2 quarters. The position peaked at $889K in Q1 2024. 188 funds tracked by Wall St. Rank hold LRGF as of Q2 2024.

  • GeoWealth Management reported no remaining iShares US Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 16,530 iShares US Equity Factor ETF shares in Q2 2024, an estimated $889K.
  • GeoWealth Management first reported a position in iShares US Equity Factor ETF in Q3 2023 and held it in 2 quarters.
  • GeoWealth Management's iShares US Equity Factor ETF position peaked at $889K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.