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

Merriman Wealth 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
Q4 		$606K Sell
10,046
-694
-6% -$42.2K 0.03% 122
2024
Q3 		$631K Hold
10,740
– – 0.03% 130
2024
Q2 		$598K Sell
10,740
-62
-0.6% -$3.33K 0.03% 128
2024
Q1 		$581K Sell
10,802
-18
-0.2% -$915 0.03% 125
2023
Q4 		$523K Hold
10,820
– – 0.03% 126
2023
Q3 		$471K Sell
10,820
-223
-2% -$10K 0.02% 123
2023
Q2 		$492K Sell
11,043
-744
-6% -$31.4K 0.02% 143
2023
Q1 		$488K Hold
11,787
– – 0.03% 132
2022
Q4 		$460K Sell
11,787
-1,257
-10% -$49.2K 0.02% 146
2022
Q3 		$472K Sell
13,044
-10,958
-46% -$440K 0.03% 103
2022
Q2 		$910K Buy
24,002
+9,482
+65% +$389K 0.06% 71
2022
Q1 		$646K Buy
+14,520
New +$638K 0.05% 109

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Merriman Wealth Management's LRGF Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 6.5% in Q4 2024, selling an estimated $42.2K and leaving 10,046 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #122.

Merriman Wealth Management first reported a position in LRGF in Q1 2022 and has held it in 12 quarters since. The position peaked at $910K in Q2 2022. 204 funds tracked by Wall St. Rank hold LRGF as of Q4 2024.

  • Merriman Wealth Management held 10,046 shares of iShares US Equity Factor ETF worth $606K as of Q4 2024.
  • Merriman Wealth Management sold 694 iShares US Equity Factor ETF shares in Q4 2024, an estimated $42.2K.
  • iShares US Equity Factor ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #122 holding.
  • Merriman Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2022 and has held it in 12 quarters since.
  • Merriman Wealth Management's iShares US Equity Factor ETF position peaked at $910K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.