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Valley National Advisers’s iShares US Equity Factor ETF LRGF Stock Holding History

Valley National Advisers’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
2022
Q3 		– Sell
-23
Closed -$1K – 958
2022
Q2 		$1K Hold
23
– – ﹤0.01% 832
2022
Q1 		$1K Hold
23
– – ﹤0.01% 852
2021
Q4 		$1K Hold
23
– – ﹤0.01% 857
2021
Q3 		$1K Buy
+23
New +$1.01K ﹤0.01% 825

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valley National Advisers's LRGF Position: Q3 2022 in Review

Valley National Advisers sold out of iShares US Equity Factor ETF (LRGF) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Valley National Advisers first reported a position in LRGF in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 148 funds tracked by Wall St. Rank hold LRGF as of Q3 2022.

  • Valley National Advisers reported no remaining iShares US Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Valley National Advisers sold 23 iShares US Equity Factor ETF shares in Q3 2022, an estimated $1K.
  • Valley National Advisers first reported a position in iShares US Equity Factor ETF in Q3 2021 and held it in 4 quarters.
  • Valley National Advisers's iShares US Equity Factor ETF position peaked at $1K in Q2 2022.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2022.

Based on Valley National Advisers's 13F filing for Q3 2022, filed 8 Nov 2022.