JFS Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
22,084
-1,797
| -8% | -$115K | 0.09% | 124 |
|
|
2025
Q1 | $1.38M | Sell |
23,881
-38,376
| -62% | -$2.22M | 0.09% | 121 |
|
|
2024
Q4 | $3.76M | Buy |
62,257
+1,040
| +2% | +$62.8K | 0.26% | 62 |
|
|
2024
Q3 | $3.6M | Buy |
61,217
+780
| +1% | +$45.8K | 0.24% | 66 |
|
|
2024
Q2 | $3.37M | Sell |
60,437
-849
| -1% | -$47.3K | 0.27% | 56 |
|
|
2024
Q1 | $3.3M | Buy |
61,286
+25,361
| +71% | +$1.36M | 0.26% | 57 |
|
|
2023
Q4 | $1.73M | Buy |
35,925
+27,840
| +344% | +$1.34M | 0.15% | 84 |
|
|
2023
Q3 | $350K | Buy |
8,085
+7,209
| +823% | +$312K | 0.03% | 168 |
|
|
2023
Q2 | $39K | Buy |
+876
| New | +$39K | ﹤0.01% | 404 |
|