Physician 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 | $2.52M | Buy |
39,249
+925
| +2% | +$59.3K | 0.4% | 45 |
|
|
2025
Q1 | $2.22M | Sell |
38,324
-1,863
| -5% | -$108K | 0.38% | 44 |
|
|
2024
Q4 | $2.43M | Buy |
40,187
+1,152
| +3% | +$69.5K | 0.41% | 40 |
|
|
2024
Q3 | $2.33M | Buy |
39,035
+105
| +0.3% | +$6.27K | 0.42% | 37 |
|
|
2024
Q2 | $2.25M | Buy |
38,930
+2,052
| +6% | +$119K | 0.42% | 41 |
|
|
2024
Q1 | $1.9M | Buy |
36,878
+1,035
| +3% | +$53.4K | 0.4% | 42 |
|
|
2023
Q4 | $1.77M | Buy |
+35,843
| New | +$1.77M | 0.39% | 41 |
|