Sowell Financial Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Sowell Financial Services’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
2026 Q1	$395K	Sell	5,990 -6,175	-51%	-$424K	0.01%	724
2025 Q4	$845K	Sell	12,165 -344	-3%	-$23.8K	0.03%	477
2025 Q3	$864K	Buy	12,509 +3,541	+39%	+$235K	0.03%	464
2025 Q2	$575K	Sell	8,968 -8	-0.1%	-$474	0.02%	573
2025 Q1	$520K	Buy	+8,976	New	+$547K	0.02%	574
2021 Q2	–	Sell	-137	Closed	-$6K	–	1784
2021 Q1	$6K	Hold	137	–	–	﹤0.01%	2533
2020 Q4	$5K	Hold	137	–	–	﹤0.01%	2280
2020 Q3	$5K	Hold	137	–	–	﹤0.01%	1995
2020 Q2	$4K	Hold	137	–	–	﹤0.01%	1973
2020 Q1	$4K	Buy	137 +13	+10%	+$419	﹤0.01%	1910
2019 Q4	$4K	Hold	124	–	–	﹤0.01%	1983
2019 Q3	$4K	Buy	+124	New	+$3.94K	﹤0.01%	1850

Other funds holding LRGF

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Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return