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Orion Portfolio Solutions’s iShares US Equity Factor ETF LRGF Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-747
Closed -$26K – 2121
2019
Q4 		$26K Buy
+747
New +$24.8K ﹤0.01% 710

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's LRGF Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of iShares US Equity Factor ETF (LRGF) in Q1 2020, closing a stake of 747 shares — an estimated $26K sold.

Orion Portfolio Solutions first reported a position in LRGF in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 110 funds tracked by Wall St. Rank hold LRGF as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining iShares US Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 747 iShares US Equity Factor ETF shares in Q1 2020, an estimated $26K.
  • Orion Portfolio Solutions first reported a position in iShares US Equity Factor ETF in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares US Equity Factor ETF position peaked at $26K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.