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M&R Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

M&R Capital Management’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
2024
Q3 		$2.76K Hold
47
– – ﹤0.01% 495
2024
Q2 		$2.62K Hold
47
– – ﹤0.01% 481
2024
Q1 		$2.53K Hold
47
– – ﹤0.01% 482
2023
Q4 		$2.27K Hold
47
– – ﹤0.01% 544
2023
Q3 		$2.04K Buy
+47
New +$2.11K ﹤0.01% 533

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M&R Capital Management's LRGF Position: Q3 2024 in Review

M&R Capital Management held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2024 at 47 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

M&R Capital Management first reported a position in LRGF in Q3 2023 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold LRGF as of Q3 2024.

  • M&R Capital Management held 47 shares of iShares US Equity Factor ETF worth $2.76K as of Q3 2024.
  • M&R Capital Management left its iShares US Equity Factor ETF share count unchanged in Q3 2024.
  • iShares US Equity Factor ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #495 holding.
  • M&R Capital Management first reported a position in iShares US Equity Factor ETF in Q3 2023 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.