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Strategic Wealth Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Strategic Wealth Partners’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
2019
Q2 		– Sell
-1,779
Closed -$56K – 787
2019
Q1 		$56K Hold
1,779
– – 0.03% 227
2018
Q4 		$52K Hold
1,779
– – 0.03% 223
2018
Q3 		$60K Hold
1,779
– – 0.03% 216
2018
Q2 		$57K Hold
1,779
– – 0.03% 241
2018
Q1 		$56K Hold
1,779
– – 0.03% 236
2017
Q4 		$56K Buy
+1,779
New +$55.5K 0.03% 212

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Strategic Wealth Partners's LRGF Position: Q2 2019 in Review

Strategic Wealth Partners sold out of iShares US Equity Factor ETF (LRGF) in Q2 2019, closing a stake of 1,779 shares — an estimated $56K sold.

Strategic Wealth Partners first reported a position in LRGF in Q4 2017 and held it in 6 quarters. The position peaked at $60K in Q3 2018. 121 funds tracked by Wall St. Rank hold LRGF as of Q2 2019.

  • Strategic Wealth Partners reported no remaining iShares US Equity Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,779 iShares US Equity Factor ETF shares in Q2 2019, an estimated $56K.
  • Strategic Wealth Partners first reported a position in iShares US Equity Factor ETF in Q4 2017 and held it in 6 quarters.
  • Strategic Wealth Partners's iShares US Equity Factor ETF position peaked at $60K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.