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

V 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
2020 Q1	–	Sell	-9,270	Closed	-$296K	–	348
2019 Q4	$296K	Hold	9,270	–	–	0.11%	204
2019 Q3	$296K	Sell	9,270 -652	-7%	-$20.7K	0.11%	203
2019 Q2	$315K	Hold	9,922	–	–	0.12%	181
2019 Q1	$316K	Hold	9,922	–	–	0.13%	171
2018 Q4	$282K	Sell	9,922 -871	-8%	-$26.8K	0.14%	162
2018 Q3	$365K	Sell	10,793 -220	-2%	-$7.33K	0.17%	150
2018 Q2	$360K	Sell	11,013 -215	-2%	-$6.94K	0.2%	127
2018 Q1	$348K	Sell	11,228 -1,312	-10%	-$42.4K	0.19%	133
2017 Q4	$411K	Buy	12,540 +3,420	+38%	+$107K	0.21%	118
2017 Q3	$272K	Hold	9,120	–	–	0.14%	146
2017 Q2	$263K	Buy	9,120 +604	+7%	+$17.1K	0.12%	152
2017 Q1	$236K	Buy	8,516 +581	+7%	+$16.1K	0.14%	153
2016 Q4	$212K	Buy	+7,935	New	+$204K	0.16%	156

Other funds holding LRGF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's LRGF Position: Q1 2020 in Review

V Wealth Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q1 2020, closing a stake of 9,270 shares — an estimated $296K sold.

V Wealth Advisors first reported a position in LRGF in Q4 2016 and held it in 13 quarters. The position peaked at $411K in Q4 2017. 110 funds tracked by Wall St. Rank hold LRGF as of Q1 2020.

V Wealth Advisors reported no remaining iShares US Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
V Wealth Advisors sold 9,270 iShares US Equity Factor ETF shares in Q1 2020, an estimated $296K.
V Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2016 and held it in 13 quarters.
V Wealth Advisors's iShares US Equity Factor ETF position peaked at $411K in Q4 2017.
110 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.