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Royal Harbor Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Royal Harbor Partners’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 		– Sell
-138,053
Closed -$7.69M – 53
2024
Q2 		$7.69M Buy
138,053
+2,674
+2% +$144K 3.18% 10
2024
Q1 		$7.28M Buy
+135,379
New +$6.88M 3.18% 12

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 $2.07B AUM 19% 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 $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Harbor Partners's LRGF Position: Q3 2024 in Review

Royal Harbor Partners sold out of iShares US Equity Factor ETF (LRGF) in Q3 2024, closing a stake of 138,053 shares — an estimated $7.69M sold.

Royal Harbor Partners first reported a position in LRGF in Q1 2024 and held it in 2 quarters. The position peaked at $7.69M in Q2 2024. 191 funds tracked by Wall St. Rank hold LRGF as of Q3 2024.

  • Royal Harbor Partners reported no remaining iShares US Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Royal Harbor Partners sold 138,053 iShares US Equity Factor ETF shares in Q3 2024, an estimated $7.69M.
  • Royal Harbor Partners first reported a position in iShares US Equity Factor ETF in Q1 2024 and held it in 2 quarters.
  • Royal Harbor Partners's iShares US Equity Factor ETF position peaked at $7.69M in Q2 2024.
  • 191 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2024.

Based on Royal Harbor Partners's 13F filing for Q3 2024, filed 29 Oct 2024.