Guardian Financial Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Guardian Financial Partners’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 Q4	–	Sell	-7,807	Closed	-$338K	–	45
2023 Q3	$338K	Hold	7,807	–	–	0.32%	35
2023 Q2	$348K	Hold	7,807	–	–	1.01%	14
2023 Q1	$324K	Hold	7,807	–	–	0.33%	34
2022 Q4	$305K	Hold	7,807	–	–	0.32%	32
2022 Q3	$283K	Hold	7,807	–	–	0.33%	28
2022 Q2	$296K	Hold	7,807	–	–	0.33%	28
2022 Q1	$336K	Hold	7,807	–	–	0.35%	30
2021 Q4	$363K	Buy	+7,807	New	+$349K	0.35%	28

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 $742M AUM 17.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Guardian Financial Partners's LRGF Position: Q4 2023 in Review

Guardian Financial Partners sold out of iShares US Equity Factor ETF (LRGF) in Q4 2023, closing a stake of 7,807 shares — an estimated $338K sold.

Guardian Financial Partners first reported a position in LRGF in Q4 2021 and held it in 8 quarters. The position peaked at $363K in Q4 2021. 154 funds tracked by Wall St. Rank hold LRGF as of Q4 2023.

Guardian Financial Partners reported no remaining iShares US Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
Guardian Financial Partners sold 7,807 iShares US Equity Factor ETF shares in Q4 2023, an estimated $338K.
Guardian Financial Partners first reported a position in iShares US Equity Factor ETF in Q4 2021 and held it in 8 quarters.
Guardian Financial Partners's iShares US Equity Factor ETF position peaked at $363K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2023.

Based on Guardian Financial Partners's 13F filing for Q4 2023, filed 9 Jan 2024.