Wealth Enhancement Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
212,946
+4,663
| +2% | +$303K | 0.02% | 531 |
|
|
2025
Q1 | $12.1M | Sell |
208,283
-112,216
| -35% | -$6.5M | 0.02% | 524 |
|
|
2024
Q4 | $19.3M | Sell |
320,499
-9,119
| -3% | -$550K | 0.04% | 378 |
|
|
2024
Q3 | $19.4M | Sell |
329,618
-22,527
| -6% | -$1.32M | 0.04% | 357 |
|
|
2024
Q2 | $19.6M | Sell |
352,145
-11,915
| -3% | -$664K | 0.05% | 337 |
|
|
2024
Q1 | $19.6M | Sell |
364,060
-36,818
| -9% | -$1.98M | 0.05% | 327 |
|
|
2023
Q4 | $19.4M | Sell |
400,878
-20,356
| -5% | -$983K | 0.06% | 306 |
|
|
2023
Q3 | $18.2M | Buy |
+421,234
| New | +$18.2M | 0.06% | 293 |
|