Halbert Hargrove Global Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241M Buy
2025
Q2
$218M Buy
2025
Q1
$196M Buy
2024
Q4
$202M Buy
2024
Q3
$192M Buy
2024
Q2
$179M Buy
2024
Q1
$34.9M Buy
2023
Q4
$22M Buy
2023
Q3
$15.4M Buy
2023
Q2
$15.6M Sell
2023
Q1
$14.7M Sell
2022
Q4
$14M Sell
2022
Q3
$13.9M Buy
2022
Q2
$8.21M Buy
2022
Q1
$3.83M Sell
2021
Q4
$4.5M Buy
2021
Q3
$2.95M Buy
2021
Q2
$2.78M Buy
2021
Q1
$2.49M Buy
2020
Q4
$1.47M Buy
2020
Q3
$745K Buy