Kaydan Wealth Management’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 | $830K | Sell |
12,950
-990
| -7% | -$63.5K | 0.27% | 47 |
|
|
2025
Q1 | $807K | Sell |
13,940
-860
| -6% | -$49.8K | 0.26% | 43 |
|
|
2024
Q4 | $893K | Sell |
14,800
-1,197
| -7% | -$72.2K | 0.3% | 40 |
|
|
2024
Q3 | $940K | Sell |
15,997
-160
| -1% | -$9.4K | 0.28% | 39 |
|
|
2024
Q2 | $900K | Sell |
16,157
-224
| -1% | -$12.5K | 0.32% | 39 |
|
|
2024
Q1 | $881K | Sell |
16,381
-389
| -2% | -$20.9K | 0.3% | 40 |
|
|
2023
Q4 | $810K | Sell |
16,770
-198
| -1% | -$9.56K | 0.33% | 40 |
|
|
2023
Q3 | $735K | Sell |
16,968
-610
| -3% | -$26.4K | 0.29% | 37 |
|
|
2023
Q2 | $783K | Sell |
17,578
-50
| -0.3% | -$2.23K | 0.33% | 33 |
|
|
2023
Q1 | $731K | Sell |
17,628
-26,711
| -60% | -$1.11M | 0.3% | 32 |
|
|
2022
Q4 | $1.73M | Sell |
44,339
-13,754
| -24% | -$537K | 0.69% | 17 |
|
|
2022
Q3 | $2.1M | Sell |
58,093
-2,893
| -5% | -$105K | 1.16% | 9 |
|
|
2022
Q2 | $2.31M | Sell |
60,986
-2,667
| -4% | -$101K | 1.29% | 9 |
|
|
2022
Q1 | $2.83M | Sell |
63,653
-2,080
| -3% | -$92.5K | 1.25% | 15 |
|
|
2021
Q4 | $3.06M | Buy |
+65,733
| New | +$3.06M | 1.16% | 16 |
|