Spire Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,109
| Closed | -$64.2K | – | 2489 |
|
2025
Q1 | $64.2K | Buy |
+1,109
| New | +$64.2K | ﹤0.01% | 1194 |
|
2024
Q3 | – | Sell |
-31
| Closed | -$1.73K | – | 2231 |
|
2024
Q2 | $1.73K | Hold |
31
| – | – | ﹤0.01% | 2035 |
|
2024
Q1 | $1.67K | Hold |
31
| – | – | ﹤0.01% | 2133 |
|
2023
Q4 | $1.52K | Hold |
31
| – | – | ﹤0.01% | 2197 |
|
2023
Q3 | $1.34K | Hold |
31
| – | – | ﹤0.01% | 2206 |
|
2023
Q2 | $1.38K | Hold |
31
| – | – | ﹤0.01% | 2254 |
|
2023
Q1 | $1.29K | Buy |
+31
| New | +$1.29K | ﹤0.01% | 2357 |
|
2022
Q2 | – | Sell |
-2,361
| Closed | -$105K | – | 2765 |
|
2022
Q1 | $105K | Buy |
+2,361
| New | +$105K | ﹤0.01% | 1146 |
|