HI
LRGF icon

Harbour Investments’s iShares US Equity Factor ETF LRGF Stock Holding History

Harbour Investments’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
2021
Q4 		$0 Sell
6
-2,182
-100% -$97.6K ﹤0.01% 3243
2021
Q3 		$92K Hold
2,188
– – ﹤0.01% 1424
2021
Q2 		$94K Hold
2,188
– – ﹤0.01% 1435
2021
Q1 		$89K Buy
+2,188
New +$86K ﹤0.01% 1357

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments's LRGF Position: Q4 2021 in Review

Harbour Investments reduced its iShares US Equity Factor ETF (LRGF) stake by 100% in Q4 2021, selling an estimated $97.6K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Harbour Investments first reported a position in LRGF in Q1 2021 and has held it in 4 quarters since. The position peaked at $94K in Q2 2021. 133 funds tracked by Wall St. Rank hold LRGF as of Q4 2021.

  • Harbour Investments held 6 shares of iShares US Equity Factor ETF worth $0 as of Q4 2021.
  • Harbour Investments sold 2,182 iShares US Equity Factor ETF shares in Q4 2021, an estimated $97.6K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q4 2021, its #3243 holding.
  • Harbour Investments first reported a position in iShares US Equity Factor ETF in Q1 2021 and has held it in 4 quarters since.
  • Harbour Investments's iShares US Equity Factor ETF position peaked at $94K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.