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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
2025
Q1
$1.1M Buy
2024
Q4
$1.05M Sell
2024
Q3
$1.06M Buy
2024
Q2
$874K Buy
2024
Q1
$818K Buy
2023
Q4
$715K Buy
2023
Q3
$591K Sell
2023
Q2
$633K Buy
2023
Q1
$572K Sell
2022
Q4
$541K Buy
2022
Q3
$496K Buy
2022
Q2
$517K Buy
2022
Q1
$566K Sell
2021
Q4
$596K Buy
2021
Q2
$514K Buy
2021
Q1
$433K Buy
2020
Q4
$351K Sell
2020
Q3
$312K Buy