Smart Money Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Smart Money Group’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	-57,041	Closed	-$1.97M	–	88
2019 Q4	$1.97M	Sell	57,041 -119	-0.2%	-$3.95K	1.15%	23
2019 Q3	$1.82M	Sell	57,160 -2,414	-4%	-$76.7K	1.46%	20
2019 Q2	$1.89M	Sell	59,574 -970	-2%	-$30.3K	1.56%	17
2019 Q1	$1.88M	Sell	60,544 -7,891	-12%	-$239K	1.64%	16
2018 Q4	$1.91M	Sell	68,435 -1,681	-2%	-$51.7K	1.98%	16
2018 Q3	$2.36M	Sell	70,116 -3,700	-5%	-$123K	2.14%	15
2018 Q2	$2.36M	Sell	73,816 -9,226	-11%	-$298K	2.12%	18
2018 Q1	$2.62M	Sell	83,042 -14,023	-14%	-$453K	2.66%	11
2017 Q4	$3.09M	Buy	+97,065	New	+$3.03M	4.8%	6

Other funds holding LRGF

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Smart Money Group's LRGF Position: Q1 2020 in Review

Smart Money Group sold out of iShares US Equity Factor ETF (LRGF) in Q1 2020, closing a stake of 57,041 shares — an estimated $1.97M sold.

Smart Money Group first reported a position in LRGF in Q4 2017 and held it in 9 quarters. The position peaked at $3.09M in Q4 2017. 110 funds tracked by Wall St. Rank hold LRGF as of Q1 2020.

Smart Money Group reported no remaining iShares US Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Smart Money Group sold 57,041 iShares US Equity Factor ETF shares in Q1 2020, an estimated $1.97M.
Smart Money Group first reported a position in iShares US Equity Factor ETF in Q4 2017 and held it in 9 quarters.
Smart Money Group's iShares US Equity Factor ETF position peaked at $3.09M in Q4 2017.
110 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.