Ten Capital Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q1	–	Sell	-7,936	Closed	-$310K	–	617
2022 Q4	$310K	Hold	7,936	–	–	0.12%	59
2022 Q3	$287K	Buy	+7,936	New	+$318K	0.13%	58

Other funds holding LRGF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

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

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

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's LRGF Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q1 2023, closing a stake of 7,936 shares — an estimated $310K sold.

Ten Capital Wealth Advisors first reported a position in LRGF in Q3 2022 and held it in 2 quarters. The position peaked at $310K in Q4 2022. 149 funds tracked by Wall St. Rank hold LRGF as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining iShares US Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 7,936 iShares US Equity Factor ETF shares in Q1 2023, an estimated $310K.
Ten Capital Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q3 2022 and held it in 2 quarters.
Ten Capital Wealth Advisors's iShares US Equity Factor ETF position peaked at $310K in Q4 2022.
149 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.