LifeGoal Wealth Advisors’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
$9.96M Buy
155,356
+39,542
+34% +$2.54M 9.47% 2
2025
Q1
$6.7M Buy
115,814
+55,727
+93% +$3.22M 7.24% 3
2024
Q4
$3.63M Buy
+60,087
New +$3.63M 3.93% 8