Harbor Investment Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History

Harbor Investment Advisory’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 Q1	–	Sell	-93	Closed	-$3.63K	–	1352
2022 Q4	$3.63K	Hold	93	–	–	﹤0.01%	1146
2022 Q3	$3K	Hold	93	–	–	﹤0.01%	1196
2022 Q2	$4K	Hold	93	–	–	﹤0.01%	1172
2022 Q1	$4K	Buy	+93	New	+$4.08K	﹤0.01%	1185

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbor Investment Advisory's LRGF Position: Q1 2023 in Review

Harbor Investment Advisory sold out of iShares US Equity Factor ETF (LRGF) in Q1 2023, closing a stake of 93 shares — an estimated $3.63K sold.

Harbor Investment Advisory first reported a position in LRGF in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 149 funds tracked by Wall St. Rank hold LRGF as of Q1 2023.

Harbor Investment Advisory reported no remaining iShares US Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
Harbor Investment Advisory sold 93 iShares US Equity Factor ETF shares in Q1 2023, an estimated $3.63K.
Harbor Investment Advisory first reported a position in iShares US Equity Factor ETF in Q1 2022 and held it in 4 quarters.
Harbor Investment Advisory's iShares US Equity Factor ETF position peaked at $4K in Q2 2022.
149 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.