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HHM Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

HHM Wealth Advisors’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
Q1 		– Sell
-400
Closed -$19.3K – 763
2023
Q4 		$19.3K Hold
400
– – ﹤0.01% 413
2023
Q3 		$17.3K Hold
400
– – ﹤0.01% 425
2023
Q2 		$17.8K Hold
400
– – ﹤0.01% 436
2023
Q1 		$16.6K Hold
400
– – ﹤0.01% 443
2022
Q4 		$15.6K Hold
400
– – ﹤0.01% 395
2022
Q3 		$14K Hold
400
– – ﹤0.01% 391
2022
Q2 		$15K Hold
400
– – ﹤0.01% 467
2022
Q1 		$18K Hold
400
– – ﹤0.01% 452
2021
Q4 		$19K Hold
400
– – ﹤0.01% 435
2021
Q3 		$17K Hold
400
– – ﹤0.01% 429
2021
Q2 		$17K Hold
400
– – ﹤0.01% 418
2021
Q1 		$16K Sell
400
-817
-67% -$32.1K ﹤0.01% 406
2020
Q4 		$46K Sell
1,217
-173
-12% -$6.16K 0.02% 269
2020
Q3 		$46K Sell
1,390
-122
-8% -$4K 0.02% 234
2020
Q2 		$47K Buy
1,512
+4
+0.3% +$119 0.02% 230
2020
Q1 		$40K Buy
+1,508
New +$48.6K 0.02% 231

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

HHM Wealth Advisors's LRGF Position: Q1 2024 in Review

HHM Wealth Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q1 2024, closing a stake of 400 shares — an estimated $19.3K sold.

HHM Wealth Advisors first reported a position in LRGF in Q1 2020 and held it in 16 quarters. The position peaked at $47K in Q2 2020. 174 funds tracked by Wall St. Rank hold LRGF as of Q1 2024.

  • HHM Wealth Advisors reported no remaining iShares US Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 400 iShares US Equity Factor ETF shares in Q1 2024, an estimated $19.3K.
  • HHM Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q1 2020 and held it in 16 quarters.
  • HHM Wealth Advisors's iShares US Equity Factor ETF position peaked at $47K in Q2 2020.
  • 174 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.