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Wilbanks Smith & Thomas Asset Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-261,467
Closed -$9.47M – 510
2022
Q3 		$9.47M Buy
+261,467
New +$10.5M 0.41% 61

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
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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LRGF Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Equity Factor ETF (LRGF) in Q4 2022, closing a stake of 261,467 shares — an estimated $9.47M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LRGF in Q3 2022 and held it in 1 quarter. The position peaked at $9.47M in Q3 2022. 158 funds tracked by Wall St. Rank hold LRGF as of Q4 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 261,467 iShares US Equity Factor ETF shares in Q4 2022, an estimated $9.47M.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Equity Factor ETF in Q3 2022 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares US Equity Factor ETF position peaked at $9.47M in Q3 2022.
  • 158 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.