Twelve Points 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 | $672K | Sell |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $518K | Hold |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $780K | Buy |
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