Kistler-Tiffany Companies’s iShares US Equity Factor ETF LRGF Stock Holding History

Kistler-Tiffany Companies’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 Q3	–	Sell	-980	Closed	-$42K	–	749
2021 Q2	$42K	Hold	980	–	–	0.01%	385
2021 Q1	$40K	Hold	980	–	–	0.01%	361
2020 Q4	$37K	Hold	980	–	–	0.01%	342
2020 Q3	$33K	Hold	980	–	–	0.01%	328
2020 Q2	$30K	Hold	980	–	–	0.01%	313
2020 Q1	$34K	Hold	980	–	–	0.01%	295
2019 Q4	$34K	Hold	980	–	–	0.01%	302
2019 Q3	$31K	Hold	980	–	–	0.01%	311
2019 Q2	$31K	Hold	980	–	–	0.01%	305
2019 Q1	$30K	Hold	980	–	–	0.01%	305
2018 Q4	$27K	Hold	980	–	–	0.01%	291
2018 Q3	$33K	Buy	+980	New	+$32.6K	0.01%	292

Other funds holding LRGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kistler-Tiffany Companies's LRGF Position: Q3 2021 in Review

Kistler-Tiffany Companies sold out of iShares US Equity Factor ETF (LRGF) in Q3 2021, closing a stake of 980 shares — an estimated $42K sold.

Kistler-Tiffany Companies first reported a position in LRGF in Q3 2018 and held it in 12 quarters. The position peaked at $42K in Q2 2021. 120 funds tracked by Wall St. Rank hold LRGF as of Q3 2021.

Kistler-Tiffany Companies reported no remaining iShares US Equity Factor ETF position as of Q3 2021 after selling out during the quarter.
Kistler-Tiffany Companies sold 980 iShares US Equity Factor ETF shares in Q3 2021, an estimated $42K.
Kistler-Tiffany Companies first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 12 quarters.
Kistler-Tiffany Companies's iShares US Equity Factor ETF position peaked at $42K in Q2 2021.
120 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2021.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2021, filed 10 Nov 2021.