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

Insight 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
2023
Q2 		– Sell
-6,084
Closed -$252K – 303
2023
Q1 		$252K Sell
6,084
-970
-14% -$39.5K 0.06% 252
2022
Q4 		$273K Buy
+7,054
New +$276K 0.1% 258

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
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
PL
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
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Advisors's LRGF Position: Q2 2023 in Review

Insight Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q2 2023, closing a stake of 6,084 shares — an estimated $252K sold.

Insight Advisors first reported a position in LRGF in Q4 2022 and held it in 2 quarters. The position peaked at $273K in Q4 2022. 148 funds tracked by Wall St. Rank hold LRGF as of Q2 2023.

  • Insight Advisors reported no remaining iShares US Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Insight Advisors sold 6,084 iShares US Equity Factor ETF shares in Q2 2023, an estimated $252K.
  • Insight Advisors first reported a position in iShares US Equity Factor ETF in Q4 2022 and held it in 2 quarters.
  • Insight Advisors's iShares US Equity Factor ETF position peaked at $273K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.