JFGLC
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Johnson Financial Group LLC (Colorado)’s iShares US Equity Factor ETF LRGF Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2021
Q4 		– Sell
-13,000
Closed -$547K – 78
2021
Q3 		$547K Hold
13,000
– – 0.11% 33
2021
Q2 		$557K Buy
+13,000
New +$550K 0.11% 39

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SWM
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PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s LRGF Position: Q4 2021 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares US Equity Factor ETF (LRGF) in Q4 2021, closing a stake of 13,000 shares — an estimated $547K sold.

Johnson Financial Group LLC (Colorado) first reported a position in LRGF in Q2 2021 and held it in 2 quarters. The position peaked at $557K in Q2 2021. 133 funds tracked by Wall St. Rank hold LRGF as of Q4 2021.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares US Equity Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 13,000 iShares US Equity Factor ETF shares in Q4 2021, an estimated $547K.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares US Equity Factor ETF in Q2 2021 and held it in 2 quarters.
  • Johnson Financial Group LLC (Colorado)'s iShares US Equity Factor ETF position peaked at $557K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2021.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q4 2021, filed 11 Feb 2022.