Tolleson Wealth Management’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
Q2 | $135M | Buy |
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|
2025
Q1 | $109M | Buy |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $115M | Sell |
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|
2024
Q2 | $113M | Sell |
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|
2024
Q1 | $111M | Buy |
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|
2023
Q4 | $90.6M | Buy |
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|
2023
Q3 | $73.8M | Buy |
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|
2023
Q2 | $71.3M | Buy |
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|
2023
Q1 | $51.7M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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