IFP Advisors’s Stride LRN Stock Holding History

IFP Advisors’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188K	Sell	2,136 -72	-3%	-$5.84K	﹤0.01%	1429
2025 Q4	$143K	Buy	2,208 +815	+59%	+$74K	﹤0.01%	1563
2025 Q3	$207K	Buy	1,393 +341	+32%	+$50K	0.01%	1268
2025 Q2	$153K	Sell	1,052 -208	-17%	-$30.1K	﹤0.01%	1405
2025 Q1	$159K	Buy	1,260 +1,254	+20,900%	+$158K	﹤0.01%	1281
2024 Q4	$624	Buy	+6	New	+$571	﹤0.01%	3365
2023 Q2	–	Sell	-3,350	Closed	-$77.6K	–	3521
2023 Q1	$77.6K	Sell	3,350 -66	-2%	-$2.59K	﹤0.01%	1374
2022 Q4	$79K	Buy	3,416 +484	+17%	+$17.8K	﹤0.01%	1906
2022 Q3	$67K	Buy	2,932 +2,712	+1,233%	+$109K	﹤0.01%	2154
2022 Q2	$5K	Hold	220	–	–	﹤0.01%	3797
2022 Q1	$5K	Buy	+220	New	+$7.3K	﹤0.01%	3797
2021 Q3	–	Hold	0	–	–	–	4122
2021 Q2	–	Hold	0	–	–	–	3852
2021 Q1	–	Hold	0	–	–	–	3776
2020 Q4	–	Hold	0	–	–	–	3615
2020 Q3	–	Hold	0	–	–	–	3490
2020 Q2	–	Hold	0	–	–	–	3338
2020 Q1	–	Hold	0	–	–	–	3310
2019 Q4	–	Sell	-1,466	Closed	-$31.3K	–	3303
2019 Q3	$41K	Buy	+1,466	New	+$42.1K	﹤0.01%	1461

Other funds holding LRN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return