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Silver Oak Securities’s iShares US Equity Factor ETF LRGF Stock Holding History

Silver Oak Securities’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
Q2 		– Sell
-18,503
Closed -$996K – 512
2024
Q1 		$996K Buy
+18,503
New +$940K 0.15% 145

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

Silver Oak Securities's LRGF Position: Q2 2024 in Review

Silver Oak Securities sold out of iShares US Equity Factor ETF (LRGF) in Q2 2024, closing a stake of 18,503 shares — an estimated $996K sold.

Silver Oak Securities first reported a position in LRGF in Q1 2024 and held it in 1 quarter. The position peaked at $996K in Q1 2024. 188 funds tracked by Wall St. Rank hold LRGF as of Q2 2024.

  • Silver Oak Securities reported no remaining iShares US Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Silver Oak Securities sold 18,503 iShares US Equity Factor ETF shares in Q2 2024, an estimated $996K.
  • Silver Oak Securities first reported a position in iShares US Equity Factor ETF in Q1 2024 and held it in 1 quarter.
  • Silver Oak Securities's iShares US Equity Factor ETF position peaked at $996K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2024.

Based on Silver Oak Securities's 13F filing for Q2 2024, filed 12 Jul 2024.