Kingsview 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 | $4.31M | Sell |
67,197
-775
| -1% | -$49.7K | 0.07% | 274 |
|
2025
Q1 | $3.93M | Sell |
67,972
-1,118
| -2% | -$64.7K | 0.07% | 255 |
|
2024
Q4 | $4.17M | Buy |
69,090
+1,003
| +1% | +$60.5K | 0.08% | 232 |
|
2024
Q3 | $4M | Sell |
68,087
-55,709
| -45% | -$3.27M | 0.08% | 229 |
|
2024
Q2 | $6.89M | Buy |
123,796
+55,504
| +81% | +$3.09M | 0.16% | 139 |
|
2024
Q1 | $3.67M | Sell |
68,292
-25,200
| -27% | -$1.36M | 0.09% | 209 |
|
2023
Q4 | $4.51M | Buy |
93,492
+20,847
| +29% | +$1.01M | 0.13% | 164 |
|
2023
Q3 | $3.15M | Buy |
72,645
+2,178
| +3% | +$94.4K | 0.11% | 198 |
|
2023
Q2 | $3.14M | Buy |
70,467
+5,304
| +8% | +$236K | 0.12% | 183 |
|
2023
Q1 | $2.7M | Buy |
65,163
+1,010
| +2% | +$41.9K | 0.11% | 193 |
|
2022
Q4 | $2.5M | Buy |
64,153
+43,362
| +209% | +$1.69M | 0.11% | 209 |
|
2022
Q3 | $753K | Buy |
+20,791
| New | +$753K | 0.04% | 398 |
|