Steward Partners Investment Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $321K | Buy |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $203K | Hold |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $174K | Hold |
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|
2022
Q4 | $164K | Sell |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $199K | Buy |
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|
2021
Q3 | $177K | Hold |
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|
2021
Q2 | $180K | Hold |
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|
2021
Q1 | $171K | Sell |
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|
2020
Q4 | $193K | Hold |
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|
2020
Q3 | $170K | Buy |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Buy |
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