Wade Financial Advisory’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
Q1 | $14.9M | Buy |
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|
2024
Q4 | $14.4M | Buy |
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|
2024
Q3 | $13.6M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $12.4M | Buy |
|
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|
2023
Q4 | $9.74M | Buy |
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|
2023
Q3 | $8.39M | Sell |
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|
2023
Q2 | $9.86M | Sell |
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|
2023
Q1 | $9.78M | Sell |
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|
2022
Q4 | $9.35M | Buy |
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|
2022
Q3 | $8.43M | Sell |
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|
2022
Q2 | $8.92M | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $9.49M | Sell |
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|
2021
Q3 | $8.66M | Sell |
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|
2021
Q2 | $9.55M | Buy |
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|
2021
Q1 | $8.43M | Buy |
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|
2020
Q4 | $7.68M | Buy |
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|
2020
Q3 | $927K | Buy |
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|
2020
Q2 | $621K | Buy |
|