LW
LRGF icon

Linscomb Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Linscomb Wealth’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
2020
Q2 		– Sell
-60,909
Closed -$1.61M – 344
2020
Q1 		$1.61M Sell
60,909
-1,258
-2% -$40.5K 0.14% 97
2019
Q4 		$2.14M Buy
+62,167
New +$2.06M 0.14% 98

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Linscomb Wealth's LRGF Position: Q2 2020 in Review

Linscomb Wealth sold out of iShares US Equity Factor ETF (LRGF) in Q2 2020, closing a stake of 60,909 shares — an estimated $1.61M sold.

Linscomb Wealth first reported a position in LRGF in Q4 2019 and held it in 2 quarters. The position peaked at $2.14M in Q4 2019. 111 funds tracked by Wall St. Rank hold LRGF as of Q2 2020.

  • Linscomb Wealth reported no remaining iShares US Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 60,909 iShares US Equity Factor ETF shares in Q2 2020, an estimated $1.61M.
  • Linscomb Wealth first reported a position in iShares US Equity Factor ETF in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's iShares US Equity Factor ETF position peaked at $2.14M in Q4 2019.
  • 111 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.