JWM
JGP Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
5,840
+405
| +7% | +$26K | 0.05% | 151 |
|
|
2025
Q1 | $315K | Buy |
5,435
+739
| +16% | +$42.8K | 0.04% | 152 |
|
|
2024
Q4 | $283K | Buy |
4,696
+256
| +6% | +$15.5K | 0.04% | 159 |
|
|
2024
Q3 | $261K | Buy |
4,440
+433
| +11% | +$25.4K | 0.03% | 159 |
|
|
2024
Q2 | $223K | Buy |
+4,007
| New | +$223K | 0.03% | 160 |
|