Wescott Financial Advisory Group’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 | $5.08M | Sell |
|
|||||
|
2025
Q1 | $4.85M | Sell |
|
|||||
|
2024
Q4 | $5.17M | Sell |
|
|||||
|
2024
Q3 | $5.14M | Sell |
|
|||||
|
2024
Q2 | $4.94M | Sell |
|
|||||
|
2024
Q1 | $4.99M | Sell |
|
|||||
|
2023
Q4 | $5.13M | Sell |
|
|||||
|
2023
Q3 | $4.7M | Sell |
|
|||||
|
2023
Q2 | $4.83M | Buy |
|
|||||
|
2023
Q1 | $4.49M | Sell |
|
|||||
|
2022
Q4 | $4.26M | Buy |
|
|||||
|
2022
Q3 | $3.94M | Buy |
|
|||||
|
2022
Q2 | $4.11M | Buy |
|
|||||
|
2022
Q1 | $4.73M | Sell |
|
|||||
|
2021
Q4 | $5.06M | Buy |
|
|||||
|
2021
Q3 | $4.48M | Sell |
|
|||||
|
2021
Q2 | $5.47M | Buy |
|
|||||
|
2021
Q1 | $5.08M | Buy |
|
|||||
|
2020
Q4 | $4.58M | Buy |
|